Find at-risk customers and line up follow-ups.
What it does
Find customers showing churn risk and create associated follow-up tasks for individual customers or whole cohorts.
When to use it
Use for customer retention, churn risk, inactive customers, follow-ups, renewals, or account-health work.
How to use it
Give it a customer-retention request; it identifies at-risk customers and creates follow-up tasks associated with their CRM records.
Uses
Good to know
- cannot be undone: /tmp/inactive.jsonl; /tmp/task_payloads.jsonl; /tmp/created.jsonl
What you need · 3
Requires the hubspot CLI to verify properties, search CRM records, create tasks, and associate them with contacts.
Read this skill first; every CRM read and write uses its JSONL, pagination, and dry-run/digest patterns.
Access · 4
This skill
/tmp/inactive.jsonl
Saves the inactive customer cohort (irreversible)
/tmp/task_payloads.jsonl
Saves customer follow-up task payloads (irreversible)