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Customer Health & Churn Alert

Predict Customer Churn With AI Analysis

Customer Health Scoring & Churn Alert

A comprehensive customer health monitoring system that loops through all HubSpot deals, deploys an AI agent to gather deal data, contact information, support ticket history, and product feature usage from Google Sheets. It performs sentiment analysis on every support ticket, converts sentiments to numerical scores, and feeds all signals into an AI chain that evaluates churn risk against three thresholds: deal age (>1 year since close), negative sentiment score, and declining feature usage. When risk is detected, it generates a professionally formatted HTML alert email with risk classification (Low/Medium/High) and recommended retention actions for the Customer Success team.

Tech Stack

LayerTechnology
Automation Platformn8n
AI / LLMOpenAI GPT-5-mini (Agent + Sentiment + Churn Analysis)
CRM Data SourceHubSpot (Deals, Contacts, Tickets via MCP)
Feature Usage DataGoogle Sheets
Sentiment Analysisn8n LangChain Sentiment Analysis node
Alert DeliverySMTP Email (HTML formatted)
Data FormatStructured JSON output with schema validation
TriggersManual trigger (batch analysis) + Webhook (ticket scoring)

Workflow Architecture

[Flow 1: Ticket Scoring Sub-workflow]
Webhook (receive tickets)
  -> Code: Format Tickets
    -> Loop: For Each Ticket
      -> AI Sentiment Analysis (Positive/Neutral/Negative)
        -> Merge Results
          -> Convert Sentiment to Score (+10/+5/-10)
            -> Sum All Scores
              -> Respond with Total Score

[Flow 2: Main Churn Analysis]
Manual Trigger
  -> HubSpot: Get All Deals
    -> Loop: For Each Deal
      -> AI Agent: Gather Customer Data
        (Tools: HubSpot MCP, Sentiment Scorer, Google Sheets)
        -> Code: Group Feature Data by Name
          -> AI Chain: Analyze for Churn Risk
            -> Structure Alert Email (subject + message)
              -> Convert Markdown to HTML
                -> Send Churn Alert Email
                  -> Next Deal (loop)

Business Outcomes

MetricImpact
Churn prediction coverage100% of deals analyzed -- no customer falls through the cracks
Early warning systemDetects churn signals (negative sentiment, declining usage, stale deals) before renewal conversations
Actionable alertsEach alert includes risk level (Low/Medium/High) + 2-3 concrete retention actions
Multi-signal analysisCombines 3 data dimensions: deal age, support sentiment, feature usage trends
Sentiment scoringEvery support ticket scored (+10 positive, +5 neutral, -10 negative) for aggregate health view
CS team efficiencyReplaces hours of manual CRM digging with automated, prioritized alerts

Technical Metrics

MetricValue
Nodes in workflow19 (across 2 connected flows)
AI model calls per deal3+ (data gathering agent, sentiment per ticket, churn chain)
Churn thresholds3 (deal age over 1 year, sentiment below 0, declining usage)
Sentiment scoring+10 (Positive), +5 (Neutral), -10 (Negative)
External integrations4 (OpenAI, HubSpot MCP, Google Sheets, SMTP)
Output formatStructured JSON -> Markdown -> HTML email
Sub-workflows1 (ticket scoring via internal webhook)

Estimated Cost Savings (If Implemented)

ItemManual CostAutomated Cost
CS analyst time per account review (30 min @ $35/hr)$17.50/account~$0.05 (API calls)
100 accounts/quarter$1,750/quarter~$5/quarter
Prevented churn (1 account @ $10K ARR)$10,000 recovered--
Annual savings (100 accounts, 5% churn prevention)--~$50,000-$57,000/year (5 accounts saved + analyst time)
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