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At-risk weekly digest

template

Weekly

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Retention

Description

Receive a weekly summary of accounts added to the “At-risk” segment due to lower activity. This digest can be sent to Slack, email, or via webhook, keeping your team informed about retention risks.


Benefits

1. Monitor Trends: Track which accounts are consistently at risk to understand broader retention challenges.

2. Prioritize Efforts: Allocate resources to the accounts that need the most attention based on weekly insights.

3. Strategic Planning: Use these insights to adjust your retention strategies and improve customer satisfaction.