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Most run 6 to 10 weeks. Weeks 1 to 3 cover architecture: the risk signals, the thresholds, and what an alert should trigger. Weeks 4 to 7 cover the build: the tracking, the at-risk scoring, and the alert workflows. Weeks 8 to 10 cover reporting and training, so the team acts on the signals consistently.
Yes. Engagement, support history, usage, and other signals combine into an at-risk view, with custom properties feeding sector-specific indicators. PYB has built churn alerting for clients who were losing customers before any warning reached them.
Risk scoring and workflows watch the signals that precede churn and flag accounts to their owners with a recommended action, while reporting shows the at-risk picture across the base. That combination of automatic flagging and a clear view is what turns churn from a surprise into something the team can get ahead of.
Service Hub Professional for the support signals and customer health. Sales Hub Professional for account ownership and follow-up. Operations Hub for syncing usage or product data that feeds risk. Custom Objects (Enterprise tier) where risk draws on a bespoke model.
HubSpot holds SOC 2 Type II and ISO 27001, with permission controls over who sees account risk and history. PYB adds its own ISO 27001 and ISO 9001. For the data behind churn alerting, that supports a controlled, role-appropriate approach.
A 15-minute call to walk through tracking the warning signs, alerting owners early, and intervening before a customer is lost.