Churn Risk Assessment
Score one customer account on churn signals, including usage, relationship, value, support and renewal, to see how much risk there is and what to do about it.
- Free
- No sign-up to try
- Works as you type
Answer for one customer account from what you know today. Higher scores mean fewer warning signs; the weakest areas show where the risk is.
0 of 12 answered
Answer the questions to see your score by area as you go.
Answer at least 10 of 12 questions to save your results as a Room.
How it works
How the Churn Risk Assessment works
- 1
Answer the questions
Pick the answer closest to where you are today. It takes a few minutes.
- 2
See your score
Your score by area appears as you answer, with the weakest areas first.
- 3
Save your results
Create a Room with your scores, next steps and an adviser to talk them through.
Worked example
What it makes
12 questions across 5 areas. Each answer scores 0 to 3; an area's score is its points as a share of the most it could get.
Usage
- How has the account's usage changed over the last three months?
- How many of their users are active?
- Are they using the features tied to their main goal?
Relationship
- Do you have an active sponsor at the account?
- When did you last have a meaningful conversation with them?
- How quickly do they reply to you?
Value
- Have they achieved the outcome they bought for?
- Have you reviewed results with them recently?
Support and sentiment
- What's the recent support history?
- What was their most recent feedback?
Commercial
- Where does the renewal stand?
- Are there changes on their side, such as budget cuts, a merger, new leadership or talks with competitors?
Results bands: High risk (0+), Elevated risk (40+), Moderate risk (70+), Low risk (90+). A self-assessment from your own answers: a starting point for a conversation, not an audit, certification or professional advice.
Who it's for
Who uses it
Customer success managers
Prepare a save plan for an account that's gone quiet.
Account managers
Check an account before the renewal conversation.
CS leaders
Review at-risk accounts with the team using the same questions.
Good to know
What to consider
- Answer for one account at a time, from what you know; it doesn't connect to your product or CRM data.
- A higher score means fewer warning signs. It shows risk, not a prediction of whether the customer will leave.
Questions
About the Churn Risk Assessment
How is it different from a health score calculator?
A health score weights numbers you already track. This asks about the signals people notice, such as a sponsor leaving or doubts at renewal, and gives actions for each weak area.
Is this an audit or a certification?
No. It scores your own answers against a written rubric to show where you stand and what to do next. Use it to start a conversation, not as an audit, certification or professional advice.
Make your results now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
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- QBR GeneratorAdd the quarter's results and your notes. Get a QBR as one link: results against goals, usage and value, the roadmap and the decisions needed, with an AI agent that answers the customer's executives.