OWNS
Bot templatesuccess

Watchlist

Ranked churn and expansion signals

OwnsPortfolio watch list with evidence, why it matters, and a next step. No customer contact.

  • Weekly churn watch list
  • Expansion signal with evidence
  • CS next-step suggestions
Connectors
CRM · Product usage · Support · Billing · CS notes
Approval boundary
Do not contact customers. Do not edit the CRM.

4.5 · 2 reviews · 2 ran this · listed by Rae Ortiz

Reads usage, support, renewal timing, and notes. Returns a ranked list, not a vibe. Thresholds live in the description so Friday looks like last Friday.

North America CS, week of Aug 18

table

1. Northwind — usage −38% WoW, 2 P1s, renewal in 41d. Why: champion went quiet after the P1. Next: AE + CS joint review. Do not ping the customer from this bot.