Use case
Churn risk follow-ups
Hey Teo helps teams intervene earlier on churn risk with structured follow-ups and clearer ownership across CS and sales.
How this helps
Churn is rarely a surprise when you look at leading signals. Hey Teo helps teams operationalize save workflows instead of reacting at cancellation time.
- Identify at-risk accounts using operational signals you already track.
- Coordinate save plays across email, chat, and calls.
- Standardize executive outreach for high-value accounts.
- Track outcomes and reasons to improve the product and onboarding.
How to implement
- 1
Define risk signals
Usage drops, payment failures, support volume spikes, NPS trends.
- 2
Assign playbooks
Match risk level to outreach intensity and owner role.
- 3
Review save rate weekly
Iterate messaging and product fixes based on reasons.
Frequently asked questions
Is this only for SaaS?
No. Any recurring revenue business can use similar workflows.
Will customers feel harassed?
No. Good save workflows are helpful and segmented, not spammy.
Can product get feedback?
Yes. Structured reasons and notes improve roadmap prioritization.
