Operations
Proactive customer success — powered by data, not gut feel.
This workflow monitors customer health signals across Stripe, HubSpot, and usage data — surfacing expansion opportunities, detecting churn risk, and generating proactive outreach recommendations for your CS team.
Workflow Steps
How this workflow runs
Trigger: Weekly schedule
System TriggerThe workflow runs every Wednesday for midweek CS reviews.
Health signal scan
Revenue Intelligence DashboardRevenue Intelligence Dashboard scans Stripe for payment health and HubSpot for engagement signals.
Expansion identification
Revenue Intelligence DashboardCustomers using high percentages of their plan limits are flagged as expansion candidates.
Churn risk scoring
Revenue Intelligence DashboardAt-risk customers are identified and scored.
CS action recommendations
Email Campaign ManagerSpecific actions are recommended for each flagged account — outreach, check-in call, or upgrade conversation.
CS team briefing
System OutputA structured briefing is delivered to the CS team with account-level action items.
Triggers
What starts this workflow
Weekly schedule (Wednesday 9am)
Outputs
What you get when it runs
CS team action briefing via Slack and email
Expansion candidate list in HubSpot
Churn risk flagged accounts
Recommended outreach drafts