Reduce customer churn and boost profits with monday.com’s AI tools. Learn to track customer behavior, predict risks, and improve retention:
- Set Up Retention Tracking: Enable AI, organize customer data, and create boards to monitor metrics like login frequency and engagement.
- Predict Customer Churn: Use AutoBrain’s AI to identify at-risk customers by analyzing usage, payment history, and feedback.
- Take Proactive Actions: Automate alerts for declining engagement, segment customers by risk, and design targeted re-engagement campaigns.
A 5% increase in customer retention can boost profits by 25%–95%. Use monday.com AI and AutoBrain to turn data into actionable retention strategies.
Setting Up monday.com AI for Retention Tracking
To leverage monday.com’s AI for retention, activate AI features, organize customer data, and build insightful boards.
Turn On AI Features in monday.com
Enable AI in your workspace via: Administration → Customization → Features → Enable AI features [1]. Once accepted, your team can use these tools. Start with an AI template or click the AI icon on any board.
Organize Your Customer Data
Import customer data from Excel or via API. monday.com’s tools automatically merge duplicates. Set up dashboards for sales performance and customer insights.
Set Up Retention Tracking Boards
Design boards for retention with these column types:
| Column Type | Purpose | Key Metrics to Track |
|---|---|---|
| Status | Customer Stage | Active, At Risk, Churned |
| Numbers | Usage Data | Login Frequency, Feature Adoption |
| Timeline | Key Dates | Last Activity, Contract Renewal |
| Formula | Health Score | Engagement Level, Support Tickets |
Use consistent column names for accurate AI analysis. These boards offer real-time insights for addressing retention risks.
Predict Customer Behavior with AutoBrain
Create AI Models for Churn Prediction
AutoBrain’s AI models integrate with monday.com boards to predict churn. 80% of sales leaders state AI significantly improves productivity [2].
To set up a churn prediction model:
- Connect Data Sources: Link monday.com customer boards in AutoBrain. It analyzes login frequency, feature adoption, support history, payment history, and engagement.
- Configure Model Parameters: Use AutoBrain’s templates or customize the model.
AutoBrain converts raw data into actionable reports.
Read Retention Reports and Risk Scores
AutoBrain uses machine learning to create retention reports and risk scores by analyzing historical trends and customer behavior.
| Risk Level | Indicators | Recommended Actions |
|---|---|---|
| High Risk | Low engagement, negative feedback, missed payments | Immediate personalized outreach |
| Medium Risk | Declining usage, sporadic engagement | Proactive support, feature guidance |
| Low Risk | Regular usage, positive feedback | Maintain engagement, explore upsells |
Group Customers by Retention Risk
AutoBrain segments customers to help prioritize retention efforts.
- Use AutoBrain’s cohort analysis to group customers by factors like signup date [3].
- Track Customer Lifetime Value (CLV) to focus on at-risk, high-value accounts.
- Set automated alerts for accounts with early warning signs.
"AI predicts sales by analyzing historical data, customer behavior, and market trends to forecast future revenue..." [2] - Alicia Schneider, Tech Writer
Take Action on AI Retention Insights
Use AI insights for proactive customer engagement.
Build Automated Customer Alert Systems
Set up AutoBrain alerts with tiered thresholds:
- Critical alerts: For sudden usage drops.
- Warning alerts: For declining engagement.
- Notification alerts: For minor behavioral changes.
Assign alerts based on account value, segment, and issue type. Regularly adjust thresholds for accuracy.
Create Targeted Customer Campaigns
A 5% retention boost can increase profits by 25%–95% [4]. AutoBrain helps design targeted campaigns:
| Campaign Type | Trigger | Action |
|---|---|---|
| Re-engagement | 30 days low activity | Personalized feature tutorial |
| Value Enhancement | High-risk, high-value | Custom success manager outreach |
| Feedback Collection | Medium risk score | Targeted satisfaction survey |
"Executive teams that make extensive use of customer data analytics... see a 126% profit improvement..." – McKinsey Report [6]
Focus Resources on Key Customers
Allocate resources effectively, especially to high-value customers who contribute 40% of revenue [8].
- Monitor real-time signals: Watch for declining usage, negative feedback, or late payments [7].
- Personalize interventions: Develop tailored solutions for customer segments [5].
- Automate follow-ups: Maintain engagement with systematic touchpoints.
Conclusion: Improve Retention with monday.com AI
Using AI retention analytics via monday.com and AutoBrain can reshape customer retention. A 5% retention increase can boost profits by over 25% [9]. Customers expect personalized experiences (71% demand it [10]). monday.com AI with AutoBrain helps identify at-risk accounts and prevent churn.
"Our customers' satisfaction and success is at the heart of everything we do..." - monday.com [9]
Comprehensive analytics can yield profit increases up to 126% [6]. AutoBrain focuses on:
| Retention Focus Area | AI-Driven Solution | Business Impact |
|---|---|---|
| Risk Assessment | Automated scoring, early alerts | Enables intervention before churn |
| Customer Segmentation | Grouping by value/priorities | Improves retention rates [5] |
| Communication | Personalized engagement | Aligns with customer demands [10] |
