Vitally Churn Risk Detector

Task

Scan all customer accounts for churn risk signals and create follow-up tasks for high-risk accounts. Use @Vitally/List AccountsName it "Vitally/List Accounts" and call it with @Vitally/List Accounts to get all accounts, then for each account use @Vitally/List ConversationsName it "Vitally/List Conversations" and call it with @Vitally/List Conversations to check engagement recency, @Vitally/List TasksName it "Vitally/List Tasks" and call it with @Vitally/List Tasks to identify overdue work, and @Vitally/List NotesName it "Vitally/List Notes" and call it with @Vitally/List Notes to see CSM activity. Rank accounts by risk and use @Vitally/Create TaskName it "Vitally/Create Task" and call it with @Vitally/Create Task to create follow-up actions for the highest-risk accounts.

Example: "Scan my book of business for churn risk" or "Find all accounts that haven't engaged in 30+ days"

Input

The user will provide:

1. Optional: CSM filter (e.g., "my accounts" or specific CSM name)
2. Optional: Account tier filter (e.g., "Enterprise accounts only")
3. Optional: Number of top-risk accounts to create tasks for (defaults to top 10)

Context

Churn Risk Scanning Workflow

Steps to follow:

1. Get all accounts using @Vitally/List Accounts (filter by CSM or tier if specified)
2. For each account, pull:
   • Recent conversations using @Vitally/List Conversations (last 60 days)
   • Open and overdue tasks using @Vitally/List TasksName it "Vitally/List Tasks" and call it with @Vitally/List Tasks
   • Recent notes using @Vitally/List Notes (last 60 days)
3. Calculate a risk score for each account based on signals (see below)
4. Rank accounts by risk score from highest to lowest
5. For the top N highest-risk accounts, create follow-up tasks using @Vitally/Create TaskName it "Vitally/Create Task" and call it with @Vitally/Create Task

Churn Risk Signals

High-risk signals:

• No conversation in 30+ days (weight: 3)
• Any overdue tasks (weight: 2 per overdue task)
• No notes logged in 60+ days (weight: 2)
• Declining NPS or health score (weight: 3)
• Renewal date within 90 days (weight: 1)

Risk scoring:

• Critical (score 7+): Immediate action needed
• High (score 4-6): Follow up this week
• Medium (score 2-3): Monitor closely
• Low (score 0-1): Healthy

Follow-Up Task Details

For each high-risk account, create a task:

• Title: "Follow up on churn risk - [Account Name]"
• Priority: High or Critical based on risk score
• Description: List the specific risk signals detected (e.g., "No conversation in 45 days, 2 overdue tasks, no notes in 70 days")
• Due date: Within 3 business days for critical, within 1 week for high
• Assigned to: Account CSM

Output

Churn risk scan results:

• Total accounts scanned
• Number of accounts in each risk category (Critical / High / Medium / Low)
• Top 10 highest-risk accounts ranked by score:
  • Account name, ID, tier, ARR
  • Risk score and category
  • Specific risk signals detected
  • Last conversation date
  • Count of overdue tasks
  • Last note date
• Follow-up tasks created:
  • List each task with account name, assignee, due date, and task ID
• Summary: Total accounts needing immediate attention