{ "schema": "aiblocks-page/1", "id": "weekly-customer-health-watcher", "type": "agent", "name": "Customer renewal risk reviewer", "summary": "Review account usage and support signals. Find slipping patterns, upcoming renewals and one proposed next step for each account.", "headline": "Customer renewal risk reviewer", "subhead": "Share weekly account usage, support notes and renewal dates. It checks your chosen success signal, compares prior scores and prioritizes accounts that may need help. You get risk notes, escalation drafts and proposed follow-ups. A score is a limited estimate, one week cannot establish a trend and customer contact needs approval.", "job": { "id": "keep-customers", "name": "Keep customers coming back" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-21", "inputs": [ { "type": "customer_list", "required": true, "label": "Customer list", "what": "a customer or order export, one row per customer or order, with dates, amounts and what they bought" }, { "type": "voc_reviews", "required": false, "label": "Voc reviews", "what": "customer words from reviews, tickets, surveys or calls, with source and date" }, { "type": "tool_connection", "required": false, "label": "Tool connection", "what": "an AI connected to an outside tool or service, such as an MCP server" } ], "outputs": [ { "type": "audit_report", "required": true, "label": "Audit report", "what": "findings with evidence, severity, missing inputs and next actions" }, { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" }, { "type": "copy_draft", "required": true, "label": "Copy draft", "what": "a draft of any copy (ad, page, email or script) that a check or edit pass works on" } ], "you_give": [ "Last week's usage per account, with the actions that matter and the renewal date", "Open and closed support tickets per account (advised)", "Survey answers, review lines or call notes from the week (optional)", "A read-only connection to your account tool (optional)", "Last week's history file, once it exists" ], "you_get": [ "A health score for every account, against last week", "Slipping accounts with the likely cause and one idea each", "Renewals at risk in the next 60 days, at the top", "An escalation brief for any account that needs another team", "A thank-you note and keep-in-touch plan for healthy and recovered accounts", "A weekly check on your leading sign of success" ], "use_when": [ "You have customers on plans, subscriptions or retainers and find out about cancels when they happen.", "Renewals come up without anyone knowing whether the account is healthy.", "You want one early sign that tells you, in the first month, whether a customer will stay." ], "skip_when": [ "You only want to know who has already cancelled: use the Subscriber cancellation and retention reviewer.", "You sell one-off orders with no plan or renewal: use a simple repeat-buyer list in a spreadsheet instead.", "You have under about 4 weeks of usage data: wait and gather it first, because there is no trend to read yet." ], "output_sample": { "input": [ "Last week's usage per account, with the actions that matter and the renewal date", "Open and closed support tickets per account (advised)", "Survey answers, review lines or call notes from the week (optional)", "Last week's history file, once it exists" ], "prerequisites": [ "An AI that can save and read files between weeks, such as Claude Code", "A usage export from your product, billing or CRM tool" ], "output": [ { "name": "This week", "contains": "One line with accounts scored, how many fell, how many recovered, and renewals at risk in 60 days." }, { "name": "Renewals at risk", "contains": "Each at-risk account renewing within 60 days, with score, cause and the proposed touch." }, { "name": "Slipping accounts", "contains": "Last three scores, progress on the leading sign, the likely cause and one idea for each." }, { "name": "Escalations", "contains": "A brief for each account with a problem another team must fix." }, { "name": "Touches to send", "contains": "Thank-you notes and keep-in-touch plans for healthy and recovered accounts, as drafts." }, { "name": "Leading sign check", "contains": "How many new accounts did the key action within the set number of days this week." }, { "name": "Files and missing", "contains": "Each step's file and every MISSING line for facts it could not find." } ] }, "output_shape": "THIS WEEK\n accounts | fell | recovered | renewals at risk in 60 days | leading sign:

% did within days\n\nRENEWALS AT RISK\n | renews | score (, ) | cause: | touch: \n\nSLIPPING ACCOUNTS\n | score , , | sign: | cause: | idea: \n\nESCALATIONS\n | problem: | impact: | tried: | for: \n\nTOUCHES TO SEND\n | | draft below\n\nNO ACTION\n \n\nFILES AND MISSING\n | MISSING: ", "how_to_use": [ "Start a chat with the agent. In Claude Code, add it as a skill or save it in .claude/agents, then ask it to run this week.", "Export last week's usage per account from your product or billing tool. Put it in one folder, or attach it in the chat.", "On the first run, tell it what customers do after they buy. It sets the leading sign and saves it.", "Read the list. Send the touches you agree with, then tell the agent which went out.", "Run it again next Monday. It adds the new scores and looks for the trend." ], "checks": [ "Every slipping account shows at least two weeks of scores.", "Each at-risk account has one cause and one idea.", "No healthy account was touched twice in two weeks.", "Renewals inside 60 days are at the top.", "Nothing was sent or offered without your yes." ], "steps": [ { "position": 1, "id": "customer-success-signals", "name": "Customer success milestone planner", "summary": "Describe what buyers do after purchase. Pick one early success sign and a deadline to track it.", "url": "https://useaiblocks.com/skills/customer-success-signals" }, { "position": 2, "id": "customer-health-and-churn-scorer", "name": "Customer health and churn scorer", "summary": "Share account data. Get health scores, churn-risk tiers and expansion signals for each customer.", "url": "https://useaiblocks.com/skills/customer-health-and-churn-scorer" }, { "position": 3, "id": "churn-risk-finder", "name": "Customer cancellation risk finder", "summary": "Share usage, support, billing and engagement data. Get account risk scores, warning signs and possible next steps.", "url": "https://useaiblocks.com/skills/churn-risk-finder" }, { "position": 4, "id": "escalation-brief-writer", "name": "Escalation brief writer", "summary": "Turn a stuck support issue and ticket history into an escalation brief with impact and a clear ask.", "url": "https://useaiblocks.com/skills/escalation-brief-writer" }, { "position": 5, "id": "post-sale-follow-up-planner", "name": "Post-sale follow-up planner", "summary": "Plan your post-sale follow-up: give it what you sell and a buyer's details. You get a thank-you note, a dated contact schedule and a referral ask.", "url": "https://useaiblocks.com/skills/post-sale-follow-up-planner" }, { "position": 6, "id": "renewal-watch-planner", "name": "Renewal watch planner", "summary": "See which renewals are coming up, which look risky, and where you can raise the price. Works as a renewal tracker from your CRM or a contract file.", "url": "https://useaiblocks.com/skills/renewal-watch-planner" } ], "next": [ { "name": "Customer contract renewal reviewer", "url": "https://useaiblocks.com/skills/monthly-renewal-watcher", "why": "Customer contract renewal reviewer" }, { "name": "Customer success planner", "url": "https://useaiblocks.com/skills/agency-customer-success-manager", "why": "Customer success planner" } ], "source": null, "credits": [], "files": [], "links": { "page": "https://useaiblocks.com/agents/weekly-customer-health-watcher", "markdown": "https://useaiblocks.com/agents/weekly-customer-health-watcher.md", "json": "https://useaiblocks.com/agents/weekly-customer-health-watcher.json", "instructions": "https://useaiblocks.com/skills/weekly-customer-health-watcher/SKILL.md", "api_item": "https://useaiblocks.com/api/v1/items/weekly-customer-health-watcher", "api_document": "https://useaiblocks.com/api/v1/documents/agent/weekly-customer-health-watcher", "mcp": "https://useaiblocks.com/mcp" } }