Drive retention, boost NRR, and scale operations without adding headcount

1) Onboarding

Customer welcome kit automation
→ Trigger welcome emails, product guides, and workspace invites upon deal closure via n8n (e.g., HubSpot → Gmail + Slack + Notion).
→ Accelerates time-to-value and ensures no onboarding steps are missed.

CSM task generator
→ Auto-create onboarding tasks in Easy Redmine for CSMs based on deal size and industry.
→ Standardizes onboarding playbooks and reduces onboarding gaps.

Kickoff call prep workflow
→ Collect customer info via Typeform, enrich with Clearbit, and populate briefing docs for CSMs.
→ Saves prep time and improves meeting quality.

2) Adoption

Usage alert workflow
→ Monitor product usage via Segment or Mixpanel; trigger alerts in Slack if key features are unused after X days.
→ Proactively prevents churn by flagging low engagement.

Customer health score tracker
→ Pull data from CRM, product analytics, and NPS tools to update dynamic health scores.
→ Enables timely interventions and smarter prioritization.

Automated QBR deck builder
→ Auto-generate QBR slides (Google Slides or Pitch) by pulling key metrics and comments from internal tools.
→ Saves hours of manual data collection and ensures consistent reporting.

3) Expansion

Expansion opportunity detector
→ Combine CRM and usage data to identify accounts with upsell potential, push alerts to CS team in Slack.
→ Uncovers growth opportunities earlier and boosts NRR.

Customer milestone celebrator
→ When usage milestones or anniversaries are hit, trigger celebratory emails or gifts (e.g., Sendoso + Gmail).
→ Drives delight and strengthens relationship-building.

Success Story collector
→ Auto-email power users after a successful QBR to collect testimonials or case study input.
→ Supports marketing and advocacy while CS stays focused on customers.

4) Retention

Churn risk workflow
→ If usage drops + NPS <7 + no recent contact → auto-create follow-up tasks and alert CSM in Slack.
→ Proactively reduces churn by surfacing risk signals early.

Renewal reminder sequence
→ Trigger renewal workflows 90, 60, 30 days out — including calendar invites, contract prep, and email nudges.
→ Streamlines renewals and reduces surprise churn.

Customer Sentiment Monitor
→ Combine CSAT/NPS survey data with Zendesk ticket tone using sentiment analysis.
→ Gives CSMs actionable insights to guide retention strategies.

5) Support

Ticket triage & routing
→ Auto-classify incoming support tickets and route based on priority, product area, and SLA rules.
→ Reduces response time and ensures correct ownership.

CS-Support sync bot
→ If a customer logs more than X tickets in a week, auto-notify CSM and update the health score.
→ Enhances CS visibility into product pain and improves proactive outreach.

Feedback loop automator
→ Auto-push common feature requests to Productboard or Jira and notify the customer when implemented.
→ Closes the feedback loop and boosts customer satisfaction.