Spot early which customers may leave
Sales identifies customers at risk of leaving in order to take action in good time
Fits: Leaders & strategy · Sales · Marketing & communications · Customer service
You notice which customers are going quiet before they have cancelled, and can follow up in a targeted way. Sales allocates its time by risk instead of by who is loudest.
Is this for you?
- You have recurring customers with orders, contracts or subscriptions.
- Order, complaint and contact data is available for at least two years.
- Today, cancellations often come as a surprise.
For all existing customers of the last two years, export orders, complaints and last contact, with a sequential test number instead of name and customer number, plus a column showing whether the customer left. Use the template below to check which warning signs appeared beforehand.
How to go about it
- Define what “left” means
- Gather customer history and warning signs
- Have the risk estimated for each customer
- Test against known departures
- Plan conversations by risk
- Readjust every six months
Templates to copy
The complete guide
- 6 steps explaining exactly what to do
- 3 proven templates to copy into your own AI
- Safe use: data, checking, deciding, informing
- Pitfalls, effort and how to recognise success
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Same approach, other use cases
22 more use cases follow the pattern “Forecasting from figures”.
A-038 · Legal status 08.10.2026