Customer Churn Prevention
Predict customer churn before it happens and automatically trigger retention campaigns to protect ARR.
Monitor product usage, engagement drops, and ticket sentiment to identify churn risks early, automatically launching targeted multi-channel winback and account review workflows.
Most companies only realize a customer is leaving when they submit a cancellation request, making retention efforts reactive and ineffective.
CapEngage CDP tracks health scores and usage signals in real time. When a customer's health score drops below threshold, an automated workflow dispatches a dedicated offer or alerts the Customer Success manager.
Step-by-Step Automation Blueprint
How this workflow triggers, evaluates behavioral data, and executes across channels.
Health Score Degradation Trigger
CapEngage CDP detects a 50% drop in weekly active logins or feature usage.
Automated Executive Check-in
An automated, personalized email or WhatsApp message from the CS Director is dispatched offering a 1:1 strategy review.
CSM Task & Alert Escalation
A high-priority task is created in Salesforce/HubSpot with full usage anomaly details for human intervention.
Nurture Re-engagement Campaign
The customer receives specialized product tips, feature walkthroughs, and success resources across preferred channels.
Modules & Products Utilized
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