Problem

Churn saves are won on speed and specificity. By the time a customer’s health score drops and a CSM notices, the window to act is already narrowing. The trigger and the raw material both exist in your stack, they just aren’t connected.

Solution

When a health score crosses a threshold, automatically generate a deck to salvage the account, and get it in front of the CSM the same day. Analysis of what’s gone quiet and why, clear re-engagement plan, and available quick wins.

How it works

• A Vitally health status change triggers the play.

• A Pitch deck is generated from your At-Risk template, populating usage trends from Amplitude, their onboarding goals from Hubspot, and a proposed re-engagement plan with quick wins based on their situation.

• The deck link lands on the HubSpot record and the CSM gets a Slack alert so the outreach happens the same day.

Power up

Enrich your slides with Intercom data. If declining usage coincides with unresolved support conversations, the deck leads with fixing those first, so the CSM opens with a solution rather than a question.