HeatCheck
Use case

Save the accounts losing heat.

Falling heat on a customer is an early churn warning. HeatCheck routes a save task to the CSM before the renewal conversation, not during it.

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01

The problem

Churn is quiet. Engagement drops off for months and the first signal anyone reads is a renewal that will not close, when it is already too late.

02

What it does

Watch customers

Heat is tracked on accounts you already own.

Detect cooling

A downward crossing triggers a save play.

Route to CS

The task lands with the success owner.

03

How it works

Step 1

Score

Customer engagement feeds the same heat scale.

Step 2

Fall

A downward tier crossing is detected.

Step 3

Save

The CSM gets a task with what cooled.

This is the half of the loop no discovery tool has: you cannot watch an account cool if your product only finds new ones.

Churn does not announce itself. Falling heat does.
Questions

The short version.

How does it know who is a customer?

Lifecycle stage in HubSpot, so falling heat routes to CS and rising heat to sales.

What triggers a save play?

A downward tier crossing over the trend, not a single quiet day.

Why act before renewal?

Catching disengagement early is far cheaper than winning back an account at the table.

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