Churn Protection + Account Scale Engine

Clay Operators! We don't just have to be in the outbound game, the skills we have and will learn can be diversified into different niches across a company.

For example, you could use this framework as the core operating system to protect churn and scale accounts for a SaaS company.

➡️ Let's say you take your Top Accounts

Reverse engineer the Golden ICP framework, thinking

"When does someone really need our product?"

into:

When does someone churn from us?

What things happen when someone churns?

What data can we source/track/manage to find these occurrences before it's too late?

Laterally, do this with expansion and scaling accounts.

➡️ Pull in the data daily via Clay and score the accounts

1: Low-Level Threat

2: Medium Level Threat

3: High Level Threat (vice versa for expansion)

➡️ Based on the churn signal

Low-Med Level Threat - route to team/trigger an in-platform deal

High Level Threat - route to top team member

➡️ Push this to CS on Slack (Churn)

Create a task on ClickUp

Trigger an SOP

The team delivers the SOP

➡️ Or Push this to Sales on Slack (Expansion)

Create a task on ClickUp

Trigger an SOP

The team delivers the SOP

(Enrich account? Reach out for a chat? MAP inter-departments?)

Account management is a fairly reactive sport, we tend to react based on what a client/user says unless the problem is extremely obvious. Frameworks like this can help us be ahead of the game.

I'm not saying that you will prevent everything, but if you can catch a client who is considering churn based on their account behaviours vs a client who announces they wish to churn (vice versa)

⏳ We all could agree we would most likely prevent a lot more revenue loss by addressing a problem at its root rather than its blossom 👇

⚡ While increasing revenue by beginning conversations a lot earlier and bringing in key stakeholders faster and accelerating the upsell/expansion process.

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The Clay Operator

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Build Clay outbound machines that automate prospecting and close deals faster, without manual chasing or slow pipelines.

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