Retention & Upsell Agent

Keep your clients and grow their value without manual effort

WhatsApp
Agent sheet
Category
Commercial cycle and marketing
Model
open, installed on your premises
Data
never leaves
Subscription
€0 per month
01Overview

Acquiring a new client costs 5–7× more than retaining an existing one. Yet retention and upsell are often reactive: you intervene when the client complains, not before. The Retention & Upsell Agent continuously analyzes your clients' behavioral signals, detects churn risks before they materialize and automatically triggers the right messages at the right time.

The problem

Churn is detected too late, when the client has already decided to leave. Upsell opportunities are missed for lack of timing. Account managers handle too many accounts to monitor each one individually. And without automation, retention stays reactive rather than proactive.

Our answer

The agent monitors churn signals (usage drop, repeated support tickets, falling NPS, renewal absences) and triggers LLM-personalized re-engagement campaigns. When a client reaches a success milestone, the agent triggers an upsell sequence adapted to their profile and usage.

02How it works

Live in four steps.

  1. 01
    Churn signal definition

    Identification of predictive indicators specific to your product: usage frequency, open tickets, NPS, login activity.

  2. 02
    Real-time retention scoring

    The agent calculates a daily client health score and alerts the account manager when an account enters the red zone.

  3. 03
    LLM re-engagement campaigns

    For each at-risk client: personalized email drawing on their actual usage, past successes and a targeted value-add offer.

  4. 04
    Post-success upsell sequences

    When a client hits a positive KPI (adoption, ROI, milestone), the agent triggers a natural, non-intrusive upsell sequence.

03What you gain

Results you can measure.

Churn reduced by 35%

Preventive intervention before the client decides to leave multiplies retention chances vs. reactive intervention.

LTV increased by 40%

Upsell sequences triggered at the right moment (after a client success) convert 3× better than random upsells.

Account managers freed up

Your AMs no longer monitor 200 accounts manually. They only intervene when the agent flags a critical account.

04Frequently asked

What we get asked before signing.

How does the agent access usage data?
Via your product platform API, CRM or an automatic daily export to our pipeline. Integration is custom-built.
Can the agent handle renewals?
Yes. A renewal workflow can be added: D-60, D-30 and D-7 reminders with personalized renewal proposals.
Is the client health score visible in the CRM?
Yes. The score is synced to your CRM as a custom field, visible to your AMs in real time.
Can we exclude certain clients from automated campaigns?
Yes. An exclusion list system lets you protect strategic accounts that are managed manually.

Let's talk about your case for thirty minutes.

A conversation to understand your context, volumes and tools. You leave with a scope and an order of magnitude, no commitment.

WhatsApp
+261 38 66 261 00team@wikolabs.com