Pulse Insights Playbook
Detect Churn Risk & Capture Retention Intelligence
Most companies learn why customers left after they're gone. Exit surveys get 3-8% response from people who've already decided and moved on. Win-back rates are 15-20% because you're fighting an executed decision.
Pulse Retention Agent detects churn risk through behavioral signals and direct questions, flags at-risk customers for retention team intervention, and captures patterns that inform systemic fixes—preventing churn both individually and strategically.
This bridges learning and action: Save high-value at-risk customers through early intervention + prevent future churn by fixing what drives it.
How It Works
Detect → Churn risk signals (declining usage, support issues, pricing page visits from existing customers, stated dissatisfaction)
Diagnose → Questions reveal dissatisfaction, value gaps, competitive consideration ("How likely are you to continue?")
Dual outcome → Flag individual for retention team intervention + capture patterns driving churn across base
Tactical value: Identify who's at risk while there's time to save them. Strategic value: Understand what causes churn to prevent it systemically.
The Big 3 Risk Detection Moments
1. Likelihood to Continue (Direct Risk Signal)
Strongest churn predictor.
Signals: Quarterly check-in, after support issues, billing events, usage declines
Question: "How likely are you to continue using [Product]?"
What you learn:
Individual risk level ("Very unlikely" = emergency retention flag for team)
Pattern by segment ("Enterprise customers in month 6 show declining intent")
Reasons driving hesitation (informs both intervention approach and product strategy)
Tactical value: "Unlikely" responses trigger immediate retention team outreach within 24 hours
Expected lift: 25-40% save rate when early detection enables proactive intervention
2. Value Perception Gap
Customers who don't see ROI won't renew.
Signals: Before renewal, after price increases, periodically for active customers
Question: "How would you rate the value you're getting for the price?"
What you learn:
Individual risk ("Poor value" = considering canceling, needs immediate ROI demonstration)
Pattern by tier (which pricing tiers have value perception issues)
What outcomes would justify price (informs retention messaging and product positioning)
Tactical value: "Poor" or "Fair" value scores trigger retention outreach to demonstrate ROI or offer alternatives before renewal
Expected lift: 30-45% improvement in pre-renewal save rate with early value gap detection
3. Competitive Consideration (Imminent Risk)
Active comparison = highest-priority saves.
Signals: Pricing page visits from logged-in users, declining usage, support escalations
Question: "Are you currently considering alternatives?"
What you learn:
Individual urgency ("Yes" = actively shopping, decision imminent)
Competitive intelligence (who you're losing to, what they offer that you don't)
Why they're looking (product gaps, pricing, support issues, specific features)
Tactical value: "Yes" responses are emergency flags—retention team intervenes within 24 hours with competitive positioning
Expected lift: 20-35% save rate when competitive consideration detected before decision made
Five More Intelligence Opportunities
Frustration Point Identification
After support interactions, during usage, quarterly. Ask: "What frustrates you most?" Learn: Individual pain points + most common frustrations driving churn. Flag: Severe frustration triggers at-risk status.
Success Outcome Gap
After onboarding, quarterly, pre-renewal. Ask: "Are you achieving what you hoped to?" Learn: Who's not succeeding + common success gaps. Flag: Low success scores trigger customer success intervention.
Retention Driver Identification
From long-term happy customers. Ask: "What keeps you here?" Learn: What creates loyalty (emphasize in retention outreach and onboarding).
Improvement Priority
From at-risk customers. Ask: "What one change would make you stay?" Learn: Whether customer is saveable and with what + common requests to prioritize.
Feature Dependency
From all customers periodically. Ask: "Which feature would you miss most if removed?" Learn: What creates lock-in vs what's expendable.
How This Works
The dual approach:
Detect risk - Stated intent + behavioral signals flag at-risk customers
Route for intervention - High-risk responses alert retention team within 24 hours
Capture patterns - Why people consider leaving, what competitors offer, value gaps
Fix systemically - Product/experience changes addressing top churn drivers
Track effectiveness - Do interventions save customers? Do fixes reduce future risk?
Tactical saves revenue now. Strategic intelligence prevents churn forever.
What Makes This Different
Early detection - Identifies risk during consideration period, not after cancellation
Actionable - Flags individuals for human intervention, not just aggregate analysis
Pattern-focused - Reveals what drives churn across base to prevent it systemically
Measurement
Tactical metrics:
Detection accuracy - Do "unlikely to continue" customers actually churn without intervention?
Save rate - % of flagged at-risk customers retained through intervention
Strategic metrics:
Churn rate reduction - Overall improvement from fixing systemic issues
Pattern identification - Top churn drivers by segment to prioritize fixes
Customers decide to leave long before they cancel. Early detection enables intervention while they're still yours to save.