Spreadsheets
Renewal forecasting lived in spreadsheets that were stale the moment they were built, so leadership could not trust the number they were planning against.
Cutting B2B SaaS Churn 42% with an AI Renewal Risk Agent
Renewals ran on spreadsheets, so at-risk accounts surfaced too late to save. An AI agent now scores churn risk 90 days early — lifting net revenue retention from 102% to 118%.
Build Your Renewal AgentAbout the Project
A mid-market B2B SaaS company was leaking revenue at renewal — each success manager owned hundreds of accounts and could only react to the ones that got loud. We deployed a Bonami X AI Renewal Risk Agent that scores churn risk daily and triggers the right retention play.
Industry
B2B SaaS / Technology
Subscription software sold to businesses, where revenue lives or dies at renewal.
Business Type
Mid-Market Software Company
Thousands of active accounts, with each success manager owning hundreds.
Core Offering
AI Renewal Risk Agent (Bonami X AI)
Scores every account for churn risk daily, explains the drivers behind each score, and triggers the retention play that matches the risk — roughly 90 days before the renewal date.
Integration
CRM + Product Analytics + Support Desk
Reads the systems the team already runs, so there was no data migration and no rip-and-replace to get a single account health score.
Lead Time
90 Days Before Renewal
Risk surfaces while there is still time to change the outcome, not at cancellation.
Signals Scored
Usage, Support, Sentiment, Stakeholders
Each signal is weighted by what has historically predicted churn for this business.
The Challenge: Churn Spotted Too Late
Three problems compounded each other at renewal time.
Scattered
Declining logins, rising tickets, a departing champion — the warning signs sat in three separate systems and nobody had time to connect them by hand.
Spread thin
Limited success capacity had to be aimed at the accounts where intervention would actually change the outcome, not spread evenly across hundreds.
From 102% net revenue
retention to 118% with an
AI renewal risk agent
See Risk 90 Days Early
Our Solution
-
Unified Account Health Scoring
Unified Account Health Scoring
- Continuously ingests product usage, support tickets, sentiment, and CRM activity
- Produces a single explainable risk score per account, updated daily
- Weights each signal by what has historically predicted churn for this business
-
Early Risk Detection
Early Risk Detection
- Surfaces at-risk accounts roughly 90 days ahead of renewal
- Explains the specific drivers behind each score, not just a red flag
- Separates recoverable risk from accounts already lost, so effort lands where it counts
-
Automated Retention Playbooks
Automated Retention Playbooks
- Triggers the right play — exec outreach, enablement, or a save offer — per risk driver
- Drafts outreach and briefs the success manager with the account's full context
- Tracks which interventions actually move accounts back to healthy
-
Renewal Forecasting & Reporting
Renewal Forecasting & Reporting
- Rolls account-level risk into a renewal forecast leadership can trust
- Tracks forecast accuracy over time and tightens the model each cycle
- Gives RevOps a live view of pipeline, risk, and net revenue retention
-
CRM & Workflow Integration
CRM & Workflow Integration
- Scores and playbook tasks written back into the CRM
- Alerts land in the tools success managers already use
- No parallel dashboard for the team to maintain
Why They Chose Us
We built an agent that explains every score, runs on the stack the team already has, and turns risk into a drafted intervention — getting sharper with each renewal cycle.
Explainable Scores, Not Black Boxes
Every risk score comes with its drivers, so the team knows exactly why an account is flagged and what to do about it.
Works With the Existing Stack
The agent connects to the CRM, product analytics, and support desk already in place — no data migration, no rip-and-replace.
Playbooks, Not Just Alerts
It doesn't only flag risk; it triggers and drafts the intervention, so insight turns into action automatically.
Gets Smarter Every Renewal
Each cycle's outcomes feed back into the model, so both accuracy and play effectiveness improve over time.
The Results
Every number below was measured in production after launch — not projected in a pitch deck.
42%
Reduction in Gross Churn — From 14% to 8% annually
118%
Net Revenue Retention — Up from 102%
90 days
Earlier Risk Detection — Ahead of the renewal date
3x
Accounts Covered per CSM — Same team, more coverage
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