Renewal Churn Risk Analyzer

Works whether or not you've populated churn properties via the Renewal Setup Agent. If Renewal Setup Agent fields are set, the agent uses them as primary signals; if not, it derives risk entirely from standard HubSpot behavioral signals. Coverage is noted in the Data Quality section so you know which deals were explicitly flagged vs behaviorally inferred.

Groups at-risk deals by root cause -- Low Adoption, Champion Departure, Competitive Threat, Budget Pressure, Poor Experience, Disengagement, Contract Disputes -- with deal counts and ARR totals per driver. Shows where your portfolio pressure is concentrated so you can match intervention patterns to pattern-level problems.

Matches every at-risk deal to a specific play (Executive Alignment, Value Reinforcement, Rescue Plan, Champion Rebuilding, Competitive Defense, Re-engagement, Pricing Optimization) with an explanation of why that play fits the deal's data. Removes the "what do I actually do?" gap between risk detection and action.

A numbered priority list ordered by ARR at risk, naming the specific deal, dollar amount, churn driver, action to take this week, and owner if hubspot_owner_id is populated. Designed for the CS leader who needs to tell the team "go do these five things Monday morning."