Awarded as the top customer success solution by Winning by Design

Outcome Agent · Churn Prevention

An AI agent that runs your churn prevention, end to end.

Give it a goal - reduce churn - and the Retention Outcome Agent identifies who's at risk, strategizes the play, acts, and measures whether accounts are moving, every day.

  • RECOGNIZED BY GARTNER
  • #1 — WINNING BY DESIGN 2025
  • ZERO AI PoCs LOST IN 2025

Real teams. Real numbers.

Discover How Our Customers Are Thriving with FunnelStory!

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The Outcome Agent for preventing churn

One agent, five moves - on repeat.

It doesn't just score risk. It runs a continuous loop: take the goal, find who's drifting, decide what to do, do it, and measure whether it worked, then go again.

Goal

Reduce churn on a defined book, baseline, and horizon.

Identify cohorts

Split the book into renewers vs. at-risk - your save list.

Strategize the next best action

Research each gap and build the plan to close it.

Act

Run the play - direct to the customer, or empower the rep.

Measure progress

Re-score daily; report who moved and who renewed.

The loop runs every day of the engagement - accountability while there's still time to act.

Goal

Reduce churn - made operational.

You name the target, the agent turns it into something it can measure and move.

Reduce churn on a defined book (a segment or region), against a baseline churn rate, over a set horizon - with logo vs. gross retention decided up front, so the number means one thing.

Retention

+X%

Keep more revenue

Expansion

+Y%

Grow the accounts you have

Productivity

+Z%

Serve more, at the same bar

Identify cohorts

Split your book into renewers and a save list.

The agent learns from accounts whose renewals are already settled: what your renewers do that your churners didn't - and scores your live book against that pattern.

And it flags the at-risk cohort 6-9 months out while the account is still saveable, not 30 days before the decision.

Renewers vs. at-risk accounts, with a timeline showing FunnelStory flags risk 6-9 months out

Strategize the next best action

For each account, a researched plan, not a generic nudge.

The agent investigates why each at-risk account is off the pattern, then builds the specific plan to bring it back.

Account data sources - business intelligence, structured and unstructured data

At-risk account

Acme Inc - drifting off the renewing pattern, renewal in 90 days.

Build With AI dialog researching the account gap

The gap

Single-threaded on one champion · an unresolved pricing concern · shallow adoption of the core workflow.

Build With AI dialog with a ready-to-review plan

The plan

Confirm a second sponsor · resolve pricing with a two-page ROI brief · drive adoption of the core workflow.

Act

Run the play - two ways.

The same plan, executed however your team works - the agent does it, or hands your CSM a ready-to-run play.

Direct to customer

The agent runs it

Education sequences, nudges, and outreach executed automatically against the at-risk cohort - always on, always logged.

Automated workflow sending an onboarding email sequence

Empower the rep

The CSM runs it

An Action Card lands with the recommended play, the evidence behind it, and a ready-to-send draft - assigned to the right CSM.

Account renewal prediction with recommended actions for the CSM

Measure progress

A save rate you can actually defend.

A save rate you can actually defend.

Moving an account isn't a saved renewal, and a renewal isn't proof we saved it. We keep the three separate, so the retention number you take to the board is one you can stand behind.

Level 1 · leading

Accounts moved

How many at-risk accounts crossed back onto the renewing pattern this run. Measured daily.

Level 2 · observed

Renewals landed

Of the accounts we moved, how many actually renewed - recorded as the decisions come in.

Level 3 · attributed

The true save rate

How many renewals the intervention caused - measured against a holdout, where one is in place.

Historical Recall Analysis

We back-test on your own churn - before you commit.

Connect your data and FunnelStory replays the last 12 months: it re-scores accounts using only what was knowable at the time, and shows how many of the customers you actually lost it would have flagged in time. No generic benchmark - your book, your outcomes.

Lightbox account flagged with a 78 high chance of churn score

Why an agent, not a health score

Health scores reassure. They don't catch churn.

You see 'green,' but you feel the risk. That feeling is real. Your team is fighting blind, trapped by a health score that's built to fail. Here's why:

Scattered email, chat, and alert signals a health score never sees

Blind to 90%

Product logins only - not the pricing pushback, the quiet champion, or the piling tickets.

Magnifying glass over a clipboard of account scores

Tuned for the wrong metric

Built to look right (precision), not to catch the leavers (recall). FunnelStory is measured on recall - 80-90%.

Hourglass running out next to a stack of coins

Static rules that rot

Hand-tuned thresholds that never learned from your renewals, stale the moment the business shifts.

Why teams trust FunnelStory

Recognized, proven, and built for the enterprise.

#1 - Winning by Design

Top AI solution for Customer Success, Expansion & Renewals, 2025.

Validated on recall

Trained and backtested on your own churned and retained accounts - not a generic formula.

Zero AI PoCs lost in 2025

Every proof-of-concept we ran converted.

Unified Journey - patent-pending

Our Unified Journey and needle-mover methods are patent-pending.

Live in < 1 week

Connect your data and see the save list on your own accounts fast.

Governed & auditable

Role-based, permissioned access; every action logged.

SOC 2 Type IIISO 27001GDPRUS Data PrivacyTrust Center →

Ready to Start?

Put a churn-prevention agent on your own book.

Bring a live book of business. We'll back-test your last 12 months, surface the at-risk cohort and what it's worth, and run the loop - with the daily save-rate scorecard.