Automate growth & churn management with AI

Growth and churn management often require constant monitoring, manual data checks, and timely outreach. This quick start playbook helps automate those tasks, making it easier to stay ahead of churn risks. It’s flexible and adapts to your existing tools, whether you use Salesforce, HubSpot, or Google Sheets.

The playbook connects your CRM, internal tools, and external sources to track account health and trigger alerts or outreach actions. You can customize it to match your workflow and communication channels.

How to configure the growth & churn management quick start playbook

Setting up this playbook is flexible and works with the tools your team already uses. Here’s how to configure each step.

Step 1: Monitor account in CRM and LinkedIn

Start by selecting where your account list lives. This is usually your CRM or a spreadsheet. Bardeen will use this list to track each account’s status and updates. Choose from:

• HubSpot
• Salesforce
• Pipedrive
• Affinity
• Zoho
• Google Sheets
• Microsoft Excel
• Airtable

Next, decide which external sources you want to monitor for updates, from this list:

• LinkedIn Sales Navigator
• LinkedIn Company Job Posts
• Linkedln Posts by the company
• Linkedln Posts by company decision makers
• Crunchbase
• Company news from the website
• Product updates from company website

This step ensures that Bardeen knows which accounts and external sources to monitor and keeps your tracking aligned with your source of truth.

Step 2: Assess account activity in internal sources

Next, choose the internal tools you want to monitor for account engagement. Bardeen will check for recent meetings, emails, and calls to assess how active each account is. Options include:

• Fireflies
• Zoom
• Gong
• Google Mail
• Microsoft Outlook
• Google Calendar
• Microsoft Outlook Calendar

This step helps identify accounts that are going quiet or haven’t had recent engagement, which can be early signs of churn.

Step 3: Alert AMs to at-risk accounts or renewals

Once Bardeen identifies at-risk accounts or upcoming renewals, it will send alerts to the right account managers. You can choose how these alerts are delivered:

• Send via Slack
• Send via Microsoft Teams
• Send via Google Mail
• Send via Microsoft Outlook

This step ensures that your team is always aware of which accounts need attention, without manually checking each one.

Step 4: Notify team of renewal updates *Optional

If you want to keep your broader team informed, Bardeen can send regular updates about renewal progress or changes. These updates can be shared through:

• Google Drive
• OneDrive
• Slack
• Microsoft Teams
• Email (Gmail or Outlook)

This step helps keep leadership and cross-functional teams in the loop on renewal status and account health.

Step 5: Craft and trigger personalized outreach *Optional

For accounts that need action, Bardeen can help you send personalized messages. It uses recent activity and account data to craft relevant outreach. Choose your preferred channel:

• Lemlist
• Outreach
• Salesloft
• Smartlead
• Apollo
• Gmail
• Microsoft Outlook

This step helps you reach out with context, improving the chances of re-engagement or renewal.

Step 6: Setup & test each action

Finally, connect your tools and test each action to make sure everything works as expected. During this step, you’ll:

• Connect your apps
• Fill in missing details
• Run a test for each action

This step is critical to ensure the playbook runs smoothly and delivers accurate alerts and outreach.

How to automate growth & churn management with Bardeen’s quick start playbook?

Automating growth and churn management helps teams stay ahead of renewals, usage drops, and key account changes. It enables proactive outreach, better retention, and stronger account health tracking across your customer base.

Benefits of automating growth & churn management

Automating growth and churn workflows helps you stay proactive and focused. Here are a few key benefits:

Catch churn signals early

By tracking usage drops, missed meetings, or lack of engagement across tools like Zoom, Gong, and email, you can flag accounts at risk. This allows account managers to take action before it’s too late.

Centralize account insights

Instead of jumping between tabs and tools, Bardeen pulls updates from LinkedIn, internal meetings, and product usage into one place. This gives your team a full view of each account’s health and helps prioritize outreach. Explore more tools for sales lead management that support this approach.

Automate personalized outreach

When an account shows signs of churn or is up for renewal, Bardeen can trigger a personalized message using AI. This keeps your outreach timely and relevant. 

Ways to automate growth & churn management

Here are a few common activities you can automate using this quick start playbook:

Monitor external signals

Keep an eye on company news, job changes, and LinkedIn activity. Bardeen pulls updates from public sources to help you stay informed about changes that may impact account health. This is especially useful when using tools like LinkedIn Sales Navigator for lead generation or retention insights.

Analyze internal engagement

Pull data from meetings, emails, and calendars to assess how often your team interacts with each account. Low activity levels can be a red flag. Automating this step ensures nothing slips through the cracks.

Trigger alerts and updates

Send real-time alerts to Slack or email when an account becomes at-risk or hits a renewal milestone. This keeps your team aligned and ready to act fast, especially when members operate from multiple time zones.