Part of Launch G2 Buyer Intent Campaigns End to End
Customer Experience Blueprint
Safety checkedRetention & Churn Reduction Monitor
Daily Slack alerts to CSMs when an existing customer shows G2 research behavior indicating at-risk renewal, with drafted save plays.
What problem does this solve?
Flags when your existing customers research alternatives or competitors on G2, delivering same-day alerts with evidence and drafted retention plays so CSMs can intervene before the renewal conversation starts. Customers evaluate replacements quietly; G2 research activity is one of the earliest visible signals.
How does it work?
Daily or weekly, it pulls your customer list from the CRM, intersects with G2 intent activity on competing or alternative products, flags accounts within 90 days of renewal or with churn signals, classifies each match (active evaluation, switch validation, renewal research, cross-sell intent), and posts an alert to the CSM channel with the evidence, renewal date, ACV, and a drafted play (check-in message, talking points, proof point from a G2 review). Slack threads update instead of alerting twice on the same pattern. Weekly rollup shows total ACV at risk and top accounts for leadership. Output: Slack alerts for immediate CSM action, CRM notes logged on each account, weekly ACV rollup.
Included Skills
No skills in this group
What's required to run this?
Requires G2 MCP (Buyer Intent subscription; competitive signals are critical here), CRM connection (source of customer list, renewal dates, ACV, CSM owner), and Slack (alerts are the deliverable; file-only fallback exists but defeats the same-day urgency). Alert threads persist within Slack; same account + same pattern in the same week updates the thread instead of alerting again. Never treats a single page view as churn; all alerts carry full evidence.
Key Features
Same-day alerts
Slack notification to the owning CSM within hours of detecting G2 research on an alternative or competitor.
Renewal proximity
Escalates accounts within 90 days of renewal; flags accounts researching at renewal date specifically.
Drafted save plays
Each alert includes a health-check framing, talking points to address the research direction, and a G2 proof point (a review from a similar customer who evaluated the alternative and stayed).
Evidence-based alerts
Full signal breakdown (compare views, pricing checks, competitor pairings) so CSMs judge the risk level themselves.
Weekly ACV rollup
Leadership-level summary of total renewal ACV at risk, top 3 accounts, and trend from last week.
About This Blueprint
- Industry
- B2B SaaS
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Ishani D.
Account Manager at G2