# Churn Risk: A Weekly List of Accounts Slipping Away

Source: https://maito.app/workflows/flag-accounts-at-risk-of-leaving

Maito checks usage, tickets, CRM and billing each week and lists accounts showing churn risk, with the reason, renewal date and amount for each.

Get a weekly list of customers showing signs of churn, with the reason for each.

[Customer success](https://maito.app/workflows/team/customer-success) · [Software](https://maito.app/workflows/industry/software) · On a schedule · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [Amplitude](https://maito.app/workflows/tool/amplitude)
-   [Mixpanel](https://maito.app/workflows/tool/mixpanel)
-   [PostHog](https://maito.app/workflows/tool/posthog)
-   [Intercom](https://maito.app/workflows/tool/intercom)
-   [Pylon](https://maito.app/workflows/tool/pylon)
-   Zoho Desk
-   Unthread
-   Freshdesk
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)
-   Stripe
-   PayPal

## How do you flag accounts at risk of leaving?

To flag accounts at risk of leaving, set Maito to run a weekly Loop. It reads usage, support tickets, CRM and billing, looks for signs such as falling logins, a champion who left or a failed payment, and posts the riskiest accounts. You get each account's reason, renewal date and amount.

## How it's done today

Churn is noticed when the cancellation email arrives.

## What Maito does

1.  Check usage trend, tickets, replies and renewal date
2.  Flag accounts with warning signs
3.  Say why each is flagged

## Example

Loop run: Monday 8:00 AM · Weekly churn check

**Maito** (8:00 AM):

5 accounts look at risk. The top 3:

• **Acme ($48k, renews Nov 26):** logins down 60% in 30 days. Their champion Priya left on Sept 30, and HubSpot shows no new contact.  
• **Globex ($36k, renews Nov 18):** 4 open tickets, 2 over a week old.  
• **Initech ($22k):** Stripe shows a failed card payment on Oct 15, retried twice.

Hooli and Wonka Foods are also on the list, with lower usage.

**Catch:** Acme looks quiet, not angry. No tickets and no complaints, which is why nobody noticed. Their renewal is in 38 days.

**Jo** (8:14 AM):

who is still active at Acme?

**Maito** (8:14 AM):

Amplitude shows 3 people active in the last 14 days: Marcus (Operations, 22 sessions), Lena (Finance, 9) and Dev (IT, 4). Only Dev is a contact in HubSpot. Want me to draft an intro to Marcus for you to send?

## How to set it up

On a schedule Flag accounts at risk of leaving

Ask your agent

“Every Monday at 8, look at usage in Amplitude, tickets in Intercom, renewals in HubSpot and payments in Stripe. Post the accounts that look at risk in #customer-success with the reason for each.”

Connect analytics

-   Amplitude
-   Mixpanel
-   PostHog

Connect support desk

-   Intercom
-   Pylon
-   Zoho Desk
-   Unthread
-   Freshdesk

Connect CRM

-   HubSpot
-   Salesforce
-   Attio
-   Pipedrive

Connect billing

-   Stripe
-   PayPal

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It reports signals, not certainty. An account can look fine on paper and still leave, so the list is a prompt to talk to people.

## Questions

### Which signals does it use?

Usage from Amplitude, Mixpanel or PostHog, tickets from your support desk, CRM data from HubSpot, Salesforce, Attio or Pipedrive, and billing from Stripe or PayPal.

### Does it contact the customer?

No. It posts the list to your team and you decide what to do.

### Can it find quiet accounts?

Yes. Falling usage with no tickets is one of the signs it looks for.

## More customer success workflows

-   [Prep a quarterly business review Get the QBR deck drafted from usage, tickets and goals. Customer success · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/prep-a-quarterly-business-review)
-   [Write a one-page account plan Goals, blockers, next steps and renewal date on one page. Customer success · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.](https://maito.app/workflows/write-a-one-page-account-plan)
-   [Run onboarding check-ins New customers get the right nudge at the right step of onboarding. Customer success · On a schedule Works with Amplitude, Mixpanel, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/run-onboarding-check-ins)
-   [Weekly update to the customer's executive Send a short progress note to the customer's sponsor without writing it from scratch. Customer success · On a schedule Works with HubSpot, Salesforce, Intercom, Pylon, Gmail, Microsoft 365.](https://maito.app/workflows/weekly-update-to-the-customers-executive)
-   [Catch the meaning of a customer email Know when a customer is unhappy even when the email is polite. Customer success · When something happens Works with Gmail, Microsoft 365.](https://maito.app/workflows/catch-the-meaning-of-a-customer-email)
-   [Find expansion opportunities Spot accounts that are outgrowing their plan. Customer success · On a schedule Works with Amplitude, Mixpanel, Stripe, PayPal, HubSpot, Salesforce.](https://maito.app/workflows/find-expansion-opportunities)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

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[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fflag-accounts-at-risk-of-leaving)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)
