Want to catch churn risks before they happen? Insight7’s Retention Risk Signals template helps you identify early signs of customer dissatisfaction or disengagement directly from your conversations.

Accessing the Retention Risk Template #

Step 1: Go to Analyze → Templates

1. Log in to your Insight7 account at insight7.io

2. From your dashboard, click Analyze → Templates

Step 2: Choose “Customer Service”
Under Templates, you’ll see:

• Quality Assurance

• Onboarding

• Support Experience

• Retention & Loyalty

• Insights & Strategy

Select Retention & Loyalty.

Step 3: Click “Identify Retention Risk Signals”
You’ll find this option under the Retention & Loyalty category.

Running the Analysis #

What it does:

• Detects phrases and sentiment patterns that indicate potential churn

• Surfaces customers showing signs of frustration, doubt, or disengagement

• Helps your CX and Success teams prioritize proactive outreach

How to use it:

1. Upload your customer call recordings or transcripts

2. Click Run Analysis

3. Review the automatically generated insights on retention risks

Tip: #

Use this analysis weekly to monitor at-risk accounts, align retention strategies, and reduce churn before it happens.