How Clay Uses Clay: Flag Churn Risk Before Renewal with Customer Health Scoring Built in Clay
Spot at-risk accounts before churn: see how Clay turns customer signals into health scores, alerts, and action plans.
Most churn at renewal shows up weeks earlier. Usage drops, a champion stops joining calls, or the renewal date gets close with no plan. Each signal sits in a different tool, so the risk is easy to miss until the customer has decided to leave.
Sydney Bedient from GTM Ops and Davide Grieco walk through the customer health score Clay built to catch these accounts early. Every two weeks, a Clay workflow pulls data from Salesforce, Snowflake, Gong, and Slack. An AI agent then scores each enterprise account Red, Yellow, or Green. Red accounts go to the account owner in Slack for review, and every score lands in Salesforce for leadership.
You’ll see the scoring rules, the workflows that run them, and how Sydney built the whole system with the Clay Global Agent or CLI.
What you will learn:
How to decide what makes an account Red, Yellow, or Green, and which data proves it
How a Clay workflow turns Salesforce, Snowflake, Gong, and Slack data into one health score every two weeks
How Red alerts reach account owners in Slack, and how their feedback flows back into Salesforce
How to build your own health score with the Clay's Global Agent + CLI, starting from our risk-factor template