# Customer success

Renewals, churn signals, onboarding handoffs, surveys and collections. Outreach is drafted for a person to approve.

A note in italics after an item says when it's off by default, or needs your own account with another service. Every area: the [product overview](https://www.closefinch.com/product).

## Customer success

- Renewal radar: watch renewals 120 days out, score risk from usage, replies and champion changes, brief the owner.
- Date- and event-triggered lifecycle outreach templates: renewal and warranty reminders, service and reorder reminders, and onboarding plays.
- Churn signals (champion departures, headcount drops, support tone, sentiment) that open a retention play.
- Customer health scorecards, customer grids, retention forecast boards, product-usage and support-ticket tracking per account.
- White-space mapping, cross-sell and upsell detection, expansion signals.
- Dormant or declining account detection from order and spend history, with a drafted re-engagement opener and win-back trigger.
- Onboarding agent: 90-day plan to first value with milestone tracking.
- Closed-won handoff: kickoff task, handoff note to an onboarding channel, handoff-notes skill.
- NPS surveys drafted for approval, with alerts and feedback synced to the CRM.
- Payment follow-up and collections from Stripe invoices, drafted for approval.