Automation Flow Template F08

At-Risk Intervention

Customer approaches or passes expected return without action.

Primary KPI At-risk recovery rate; retained value.
01

Starter Trigger

Customer approaches or passes expected return without action.

02

Primary Objective

Prevent lapse.

03

Starter Flow

  • At-risk entry: recognition/reminder.
  • Next: value/proof or convenience.
  • High-value/VIP: human escalation where justified.
  • If no return by lapse rule: exit to winback.
04

Control / Exit Notes

Complaint routes to recovery; exit on return.

05

Primary KPI

At-risk recovery rate; retained value.

20% Adaptation
06

Make It Yours

at-risk threshold, VIP override, barriers, offer escalation, human owner and lapse rule.