Find customers at risk of leaving

Who might leave, why, and how to keep them.

Every account checked, reds first, with a plan.

Download RiverHow to start

How it works.

River checks every account you own across usage, support tickets, billing, calls and contacts, ranks each green, yellow or red with linked reasons, and drafts save plans for the riskiest.

  1. Start with your book

    River takes the accounts you own in the CRM, with value and renewal dates.

  2. River checks every signal

    A champion who left, usage falling for weeks, failed payments, urgent tickets left open.

  3. Save plans for the reds

    Who to reach, what to offer and the first message, written in your voice.

What you get.

  • A Customer health Sheet, reds first, each reason linked to where it came from
  • Three or four save plans for this week, each specific to its account
  • First messages, tasks and a note to your teammates, ready to go
The finished result of Find customers at risk of leaving in River

Start in three steps.

  1. River’s app icon

    Get River

    Download the app for your computer.

  2. River’s first question, “What’s your role?”, with Customer success manager chosen

    Sign up as a customer success manager

    When River asks your role, choose Customer success manager.

  3. Start “Find customers at risk of leaving”

    Press + in your Dock, open Playbooks, and press Start. River gathers your accounts and starts checking each one’s usage, tickets and billing.

A few things to know.

When does an account turn red?

One warning sign alone makes it yellow. Signs that pile up, like falling usage and a renewal within 90 days with no recent contact, push it to red.

Will it email my customers?

Not without your go-ahead. The messages, tasks and CRM changes wait on one card until you say yes.

What does it cost?

It uses your plan’s AI credit, like everything else in River. It reads usage from your own product’s admin or the analytics you already use.

View pricing

More for customer success managers.

All customer success manager playbooks

Try it on your own work.

Download River, choose Customer success manager, and press Start on “Find customers at risk of leaving”.

Download RiverSee every playbook