Free diagnostic • 5 business days • No contract
Account Risk Snapshot
NexaWorks finds the churn, renewal, and expansion signals hiding across your CRM, calls, tickets, and product data — and turns them into action. We work alongside the CS platform you already own.
In five business days, we hand you your 20 riskiest accounts, ranked, with the exact signals behind each one. Free. Before you sign anything.
Sound familiar?
This is how CS leaders and CSMs describe the problem, in their own words.
“I felt like an idiot. It was all there.”
A CSM after a churn post-mortem — r/CustomerSuccess, 2026
“Only 30-40% of at-risk customers reach out. The rest churn silently.”
From interviews with 9 CS leaders — r/CustomerSuccess, 2026
“Most health scores measure activity around the product, not value from the product.”
r/CustomerSuccess, 2026
“Five systems. Every time. There is no single place where those signals come together.”
A CSM describing pre-call account research — r/CustomerSuccess, 2026
What you get
Proof before payment. You see the riskiest accounts before any contract exists.
Your 20 riskiest accounts, ranked
We score your full book of business against churn, renewal, and expansion signals — then hand you the 20 accounts that need attention now.
3–5 signals per account, in plain language
Not a black-box score. Each account comes with the specific signals behind its rank: champion disengagement, sentiment shifts, seat reductions, missing sponsor, stalled onboarding. Language your CSMs can act on.
A 45-minute readout call
We walk through the list with you, signal by signal, and leave your team with next actions for Monday morning.
Sample output — illustrative, anonymized
Mid-market SaaS account · ~200 seats
Ranked 3 of 214 accounts scored
Signals behind the rank
- • Champion stopped attending calls 47 days ago (was weekly)
- • Support sentiment turned negative across the last 6 tickets
- • Two power users removed seats last month
- • No executive sponsor on record
Recommended CSM action
Re-engage the champion this week with a value review tied to their original buying goals. Confirm who owns the renewal before the next QBR — do not let it surface there first.
How it works
Step 1
You give us access to up to 3 data sources
Salesforce or HubSpot, Gong or call transcripts, Zendesk or support tickets, Slack, product usage exports. Read-only. No implementation project.
Step 2
We rank every account by risk
We connect the signals across your systems and rank your full book. You get the 20 riskiest accounts, each with the 3–5 signals behind its score, in plain language.
Step 3
45-minute readout call, 5 business days later
We walk through the ranked list with you, signal by signal. Your CSMs leave with actions they can take on Monday morning.
Free vs. paid, stated plainly
Free
- • The full Snapshot and ranked list
- • 3–5 signals per account, in plain language
- • The 45-minute readout call
Paid — only if you want it
- • Everything after: wiring the signals into a live weekly workflow is the Intelligence Pilot (4–6 weeks, fixed price)
Who qualifies: B2B SaaS, 100+ employees, at least two of the data sources above. We run four Snapshots per month so each one gets real analyst time.
Questions CS leaders ask us
Do we need to buy a platform or replace our CS software?
No. The Snapshot works alongside whatever you own — Gainsight, ChurnZero, Vitally, or a spreadsheet. We are not selling software. We find the signals hiding across the tools you already pay for.
How is this different from our health score?
Most health scores weight what is easy to measure: logins, tickets closed, meetings held. In a 2026 poll of CS leaders shared on r/CustomerSuccess, 82% said their health score caught less than half of churn. The Snapshot validates risk against real renewal outcomes and reads the people signals — champion engagement, sentiment shifts, sponsor changes — that scores usually miss.
What data do you need from us?
Read-only access or exports from up to three sources: your CRM, call transcripts, support tickets, Slack, or product usage data. Most teams get us what we need in a day.
What happens after the readout call?
Nothing, unless you want more. The Snapshot, the ranked list, and the readout are free. If you want the signals wired into a live weekly workflow afterward, that is the Intelligence Pilot — a separate, fixed-price engagement.
Who qualifies?
B2B SaaS companies with 100+ employees and at least two of the data sources above. We run four Snapshots per month so each one gets real analyst time.
Four slots per month. No contract. No platform to buy.