Spot at-risk accounts

Spot at-risk accounts before they churn

Reads QBR decks, renewal conversations, and customer-success call notes for an account and extracts the churn and expansion signals buried in what people actually said. It turns those raw signals into a structured risk read, cross-references them against CRM health data, and hands the CS owner a prioritized picture of where the relationship is trending before the renewal date forces the conversation.

Get Tana

Related skills

  • Qualify deal

    Fill MEDDIC, BANT or SPICED live from a discovery call and flag what is still missing.

  • Find objections

    Scan calls for objections and how reps handled them, then cluster the recurring ones.

  • Build battlecard

    Collect competitor mentions across calls into a living battlecard.

  • Write deal follow-up

    Draft a recap email and CRM update from the real next steps on the call.

Spot at-risk accounts before they churn - a meeting skill for Tana