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Automated Risk Alerts

Know which accounts are at risk
weeks in advance

SuccessGuardian monitors every account 24/7 and alerts your team the moment something changes — with full context and recommended next steps.

risk-feed · live
Enterprise
2m ago
Key user last seen 11 days ago
Mid-Market
18m ago
Key users inactive 9 consecutive days
SMB
2h ago
Renewal confirmed for next quarter
RECOMMENDED ACTION
Schedule check-in call
Loop in champion
Signal → Action

How SuccessGuardian alerts work

01📡

Risk signal detected

SuccessGuardian monitors usage, CRM, billing, and support data in real-time across every account in your portfolio.

02🎯

Alert sent to the right CSM

No broad inbox noise. The alert goes to the account owner — with full context: what changed, by how much, and for how long.

03📋

Recommended actions included

Every alert comes with suggested next steps and a direct link to the account view. No hunting, no guessing.

04

Intervention logged & tracked

Your CSM acts. The intervention is recorded. Leadership sees which accounts are at risk and what's being done — in real time.

Detection detail

Every alert, fully contextualized

No generic pings. Each alert tells your CSM exactly what changed, and what to do about it.

01 / Detect

Catch decline the moment it starts

  • Usage, login frequency, and feature depth tracked per account, per day.
  • Thresholds tuned per segment — enterprise and SMB don't get the same trigger.
  • Stakeholder churn flagged the moment a key user goes dark.
Acme Corp · healthAt risk
31HEALTH SCORE
02 / Route

Alerts land with the person who owns the account

  • No shared inbox. The account owner gets the alert, with the recommended next step attached.
  • Escalation rules notify a manager if an alert goes unacknowledged for 48 hours.
  • Every alert links straight into the account view — no hunting across tools.
Priya Nair
Account owner · Acme Corp
Usage down 68% over 14 days. Recommended: schedule a check-in this week.

Before and after

The difference between reactive and proactive CS.

Before
Risk goes undetected until it's too late to turn the account around
CSMs rely on intuition and gut feel rather than real signals
Stakeholder changes fall through the cracks for weeks
Every account gets the same attention, regardless of actual risk level
Churn is discovered on the call where they cancel, not before
After SuccessGuardian
Risk surfaces automatically — weeks before it becomes irreversible
Every alert comes with context, so CSMs know exactly what to do
Stakeholder changes are detected and flagged within hours
Custom thresholds mean the right alerts go to the right people
Your team intervenes when there's still time to make a difference

Stop discovering churn on the cancellation call.

Book a demo and see how SuccessGuardian gives your team 90-day early warning on at-risk accounts.

Get a Demo →