SALES
Sticky-Feature Abandonment Warning for CSMs
Watches for accounts that have stopped using the features most correlated with retention.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule triggers the abandonment check
- ActionQuery sticky-feature last-used dates and ARRPostgres
- LogicFlag and rank accounts that abandoned a sticky feature
- ActionDraft per-account re-onboarding playOpenAI
- ActionCreate prioritized CSM tasks in ClickUpClickUp
- OutputPost at-risk digest to customer-success SlackSlack
What it does
It monitors the specific high-value features your data shows are the strongest retention predictors, identifies paying accounts that have abandoned one or more of them, ranks the accounts by contract value and days-since-last-use, and delivers a re-onboarding play to the right CSM.
When to use it
Use this when raw login counts look fine but customers have quietly stopped using the workflows that make them sticky, the silent precursor to a non-renewal.
How it works
- 1A weekly schedule triggers the abandonment check.
- 2Postgres queries last-used dates for the designated sticky features per account, joined to contract value.
- 3A logic step flags accounts that used a sticky feature historically but have zero usage in the last 30 days, ranking them by ARR.
- 4An AI step writes a re-onboarding play per account: which feature lapsed, why it matters, and a suggested re-activation offer.
- 5A ClickUp task is created per account in the CSM's queue with priority set from the ARR ranking.
- 6A digest of the top at-risk accounts posts to the customer-success Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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