Your best customers don't quit. They just stop reordering.
Three ways the $1.21M is verifiable.
- 77.5% haircut already applied
- 60-day holdout test available
- 6 weeks to Recovery Dashboard live
- Renewed & expanded
Customers don't churn. They drift.
No cancellation email. No final order marked "last." Just slower cadence, smaller baskets, and a phone that stops ringing. Three forces are making it worse every quarter.
Buyers went digital. Reps lost line-of-sight.
Roughly 80% of B2B interactions now happen through digital channels. The unhappy customer used to call. Now they just switch — quietly.
Replacing them costs 5–7× more.
Acquisition cost in B2B distribution has climbed for a decade. Every lost account is harder, slower, and more expensive to replace than the last one.
"Our reps know their book" doesn't scale.
The top 50 accounts get watched. The next 1,950 don't. That's not a coverage problem — that's where the leakage actually lives.
3–5×
"Wouldn't my reps have caught that anyway?" Look where the recovery lands.
A $250M distributor leaks $2.4M–$4.8M a year — and never sees it on a P&L line.
Detect. Rank. Act. Prove it.
A closed loop, running continuously. Every account scored every day. Every recovered dollar tied back to the action that saved it.
Detect
Pattern breaks scored daily on every account and every SKU — only when a customer is late for them.
Rank
Every account ranked by Annual Revenue at Risk. The top ten land in each rep's morning digest. Full book always one click away.
Act
One click to call, push to CRM, snooze, or dismiss — from the digest, from order entry, or right inside the CRM record.
Refine
Every dismissal teaches the model what to ignore. Every save teaches it what to find next. Predictions sharpen materially after six months.
Prove
Recovered revenue tracked per customer, per SKU, per rep action. Audit trail to the line. Not a vendor estimate.
Why threshold rules fail
A "two-week late" alert fires on every account that's even slightly behind. The queue becomes noise. Reps stop trusting it within a week. A quarterly orderer at day 75 lights up red — even though they're not actually late.
What we do instead
Survival analysis (the technique medical researchers use to model time-to-event outcomes) learns each customer's individual rhythm, per SKU. The question isn't "is this account late?" It's "is this account late for them?"
Built for the whole team. Not just managers with a dashboard.
Every role that touches a customer gets a signal at the moment they can act on it.
Ten minutes, not ten dashboards
The top ten at-risk accounts in their inbox each morning. Full ranked book one click away. Review, call, push to CRM. Done before the second coffee.
Knows the risk before answering
Outlook plugin surfaces account risk and reorder gaps on every inbound email. CSRs answer with context, not blind.
Coverage based on actual risk
Full book lensed by risk. Drill from territory to account to SKU in one flow. Reassign based on where revenue is leaking — not the org chart.
A defensible number for the board
Recovered revenue per rep, per territory, GP-weighted. Audit trail to the line. Not a gut-feel win report.
From detection to attributed recovery. One workflow.
Built for the ERP and CRM you already run. No replacement project. No new login.
Risk Scoring & Confidence
Three-tier risk classification (high / medium / low) with a 0–100 confidence score on every prediction.
- Score shown right next to risk tier in the UI
- Defendable methodology — not a black box
- SKU-level and account-level views
SKU-Level Triage
Filter by risk, category, customer, or ship-to inside any account.
- Recover specific products, not just whole accounts
- Spot category-wide leaks across the customer base
- B and C-tier signal highlighted separately
Next Best Action Queue
Every account ranked by ARR, re-ranked every morning on new signals. Top ten served to each rep; full book always available.
- Risk badges and one-click drill-down
- ~10 minutes to clear the daily top-of-queue
Five Workflow States
To Review · Working (CRM) · Snoozed · Recovered · Dismissed.
- Snooze or dismiss in one click — data never lost
- Every dismissal trains the model
- Recovered revenue resurfaces to the rep automatically
Manager & Sales Ops Console
Territory, group, or rep-level rollup of Annual Revenue at Risk — drill to the SKU in one flow.
- Reassign with one click
- See every rep's book through the risk lens
Recovery Attribution Dashboard
Recovered revenue per customer, per SKU, per rep action — gross-profit weighted.
- 30-day rolling counter at top of queue
- Closed audit trail per account, per SKU, per action
- Not estimates — trackable to the line
Five places your team already works. One engine.
No new app to open. No new tab to forget about. The signal shows up where reps already are.
Daily Digest
Top ten at-risk accounts every morning, delivered by email. Full ranked book one click away in-app.
Inline Insights
Risk and reorder nudges appear as reps build orders — zero added workflow.
Outlook Plugin
Account risk surfaced on every inbound email before the CSR replies.
Tasks & Workflows
Auto-routed to the right rep in Salesforce, HubSpot, Dynamics 365, or NetSuite.
Order Guide & Basket
Self-serving customers still get reorder nudges at the moment of risk.
Your CRM. Your BI. Your reps. Each one is missing something.
All three see part of the picture. None of them closes the loop from a slip detected to a dollar recovered.
Tracks what reps log. Misses what reps miss.
Threshold alerts treat every customer the same. The mid-tail accounts where the real leakage lives stay invisible until they're gone.
Shows what happened. Not what's about to.
By the time a revenue drop shows in a dashboard, the customer has usually already moved. You're reporting on the funeral.
Know the top 50. Can't watch 2,000.
The next 500–2,000 accounts get whatever time is left after the obvious fires. That's not negligence — it's math.
Retention Intelligence closes the gap — stealth churn detected, rep action taken, recovered dollar attributed.
Six weeks to deploy. ROI from week seven.
No ERP replacement. No CRM migration. Your existing systems stay where they are.
Data Integration
ERP and transaction data connected. Historical patterns modeled per customer, per SKU.
Agents Deployed
Detection running on your live data. First at-risk queues visible to reps.
Rep Enablement
Sales team onboarded, digest configured, CRM integration live, manager console active.
Recovery Dashboard Live
ROI measurable from this point. Model improves with every rep interaction.
Connects to any ERP. Works with the CRM you already use.
Real-time API, scheduled imports, or hybrid. No ERP replacement, no CRM change.
SAP
Microsoft Dynamics
NetSuite
DDI
Epicor
+ More
Enterprise-grade. Always.
- Role-based access with SSO
- Encryption at rest and in transit
- Full data isolation — your data never commingles
- Complete audit trail on every prediction and action
- SOC 2 Type II audit in progress
- Regular penetration testing and vulnerability assessments
The questions buyers actually ask before they book.
How is this different from a churn-risk score in our CRM or BI tool?
CRM and BI tools use thresholds on aggregates — they treat every customer the same and operate at the account level. Retention Intelligence uses survival analysis per SKU: a quarterly orderer at day 75 doesn't look the same as a weekly orderer at day 75. The result: fewer false alarms and meaningful lift on the B/C-tier SKUs threshold rules miss entirely.
What if our customers' ordering patterns are very irregular?
Irregular ordering is exactly where the model excels. Each customer's cadence is learned per SKU from their own history — a quarterly customer 25 days into a normal lull doesn't trigger. False-alarm rates drop materially vs. threshold reports, which is why reps trust the queue enough to work it daily.
Do reps need to open a new app?
No. Most reps work from the daily email digest — top ten accounts, top overdue items, recommended action, ~10 minutes to clear. The full ranked book lives in-app for anyone who wants to dig deeper. CSRs use the Outlook plugin. Order-entry staff see it inline. E-commerce surfaces it in the basket.
How is the ARR at risk score calculated?
SKU-level predictions roll up to account-level ARR at risk, weighted by historical revenue. Three-tier risk plus a 0–100 confidence score on every prediction. Methodology is documented and available on request — defensible to leadership, not a black box.
How do you handle "they would have ordered anyway"?
Every attributed figure already carries a 77.5% conservative haircut — A-tier SKUs reps would likely have caught are removed first, plus 50% off the remainder. The 3–5× lift concentrated on B and C-tier SKUs — items reps demonstrably weren't tracking — is the clearest proof the recovery is real. A 60-day holdout test is available for customers who want hard evidence.
How quickly does it become useful?
Six-week ramp: data integration (weeks 1–2), agents deployed (weeks 3–4), rep enablement (weeks 5–6). Recovery Dashboard live by week 7 with measurable ROI from that point. Predictions sharpen materially after six months of regular use.
What if rep adoption is uneven?
It will be — that's expected, and the data makes it visible for coaching. In the reference deployment, the top 3 reps drove 40% of attributed revenue. If your bottom cohort performed at half the rate of the top adopter, that's typically another $400K–$600K in recovered revenue without a single new account.
Do we need to change our CRM or ERP?
No. Retention Intelligence sits alongside your existing systems — data flows from your ERP, actions push to your CRM (Salesforce, HubSpot, Dynamics 365, NetSuite, and others). No double entry, no data silos. Reps stay in the tools they already use.
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