Keep and grow customers

curl -X POST "https://api.sb/leaseline.app/customers/score?mode=try" \
  -H "Authorization: Bearer $SB_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"goal":"Tell me which customers went quiet this month, and spend nothing.","budget":{"amount":0,"currency":"USD"}}'

npx startup-builder do Customer.score --try --data '{"goal":"Tell me which customers went quiet this month, and spend nothing.","budget":{"amount":0,"currency":"USD"}}'

{
  "name": "do",
  "arguments": {
    "mode": "try",
    "code": "return await $.Customer.score({ goal: 'Tell me which customers went quiet this month, and spend nothing.', budget: { amount: 0, currency: 'USD' } })"
  }
}

import { $ } from 'startup-builder'

const result = await $.try.Customer.score({ goal: 'Tell me which customers went quiet this month, and spend nothing.', budget: { amount: 0, currency: 'USD' } })

 1{
 2  "mode": "try",
 3  "stored": false,
 4  "estimate": "Free",
 5  "sample": {
 6    "customer": "Cedar Hollow Rentals",
 7    "last login": "16 days ago",
 8    "usage": "units tracked down 45% in 4 weeks",
 9    "flagged": "at risk",
10    "next": "Save and win back"
11  }
12}

The decisionCopy Anchor Link

Activation is the week-1 event every retained customer hit and the churned ones missed; define it from your first 10 customers. Each churn or expansion signal opens exactly one move: a save note, an upgrade note, a review ask or a referral ask. Under 50 active customers, you ask for intros yourself; a referral program waits until 50.

The mathCopy Anchor Link

referred customers a quarter = active customers × participation × invites each × invite-to-customer

50 × 10% × 2 × 20% = 2 referred customers a quarter. At 10 customers the same math gives 0.4, so the founder asks each customer in person instead.

PlaybookCopy Anchor Link

Worked exampleCopy Anchor Link

20 customers at $149, 2 churning a month: 10% monthly churn keeps 28% after a year, which no acquisition rescues. Activation is “first renewal notice sent in week 1”, and no churned customer sent one. Nudges on day 3 lift activation from 55% to 80%, and churn falls to 4%, which keeps 61% after a year. Upgrade notes at 80% of the limit convert 1 in 4.

Net revenue retention moves from 88% to 101%. 1.2 more customers kept each month is $179 of MRR a month that acquisition would otherwise have to replace, for about 4¢ a month of champion checks.

When it breaksCopy Anchor Link

How your agents run itCopy Anchor Link

Workflows, agent tasks and Services for this jobCopy Anchor Link

• Champion moved (Workflow): Each month, your champions checked for a new job, and each who moved to a company that fits added to your accounts with why now.
• Referral ask (agent task): Each week, your five happiest customers asked for one introduction each, by a note naming the outcome they got from you.
• Review requests (Workflow): A customer who scored you 9 or 10 in, one short ask out with a link to the review site that needs reviews most.
• Upgrade note at the limit (agent task): A customer at 80% of a plan limit in, one note out with their numbers and the next plan’s price, at most once a month.
• Save and win back (agent task): A customer at risk in, and within 24 hours one note out with the offer your Policy allows that fits their usage.
• Silence watch (Workflow): Every morning, each customer scored on your declared risk rule, and anyone who went quiet flagged with why, before they cancel.

Good looks likeCopy Anchor Link

ReferenceCopy Anchor Link

8 jobs, 9 calls and 6 fields

Job	What it returns	Price
Activation event	The week-1 event every retained customer hit and the churned ones missed, defined from your first 10 customers	Free
Churn signals	No login in 14 days, usage down 50% month over month, a ticket open 48 hours, a failed payment: each opens a save note	Free
Expansion signals	80% of a plan limit, a second team, the result hit 3 times: each sends an upgrade note	Free
Billing from Stripe	Plans, renewals, upgrades, failed payments and refunds, read from your own Stripe account	Free
Annual plan offer	An annual plan offered at month 2 or 3 to customers 30 days past activation with no open churn signal	Free
Review asks	An ask for a review on G2 or Capterra the week a customer gets a result, with a direct link	Free
Referral asks	An intro ask within a week of a customer’s outcome; a two-sided program once you pass 50 active customers	Free
Champion job changes	Your champions’ current employers, checked monthly, so a move becomes a new account	About 20¢ per 100 contacts

Call	What it does	Path	Price
Metric.watch	Opens a task the day a number crosses your line.	POST /metrics/{metric}/watch	Free
Event.capture	Capture records an Event from a site, App or API call that no Verb emits, such as a page view or a click.	POST /events/capture	Free
Metric.define	The week-1 event every retained customer hit and the churned ones missed, defined from your first 10 customers.	POST /metrics/define	Free
Metric.query	Reads a number by page, term, source or Play.	POST /metrics/query	Free
Offer.publish	An annual plan offered at month 2 or 3 to customers 30 days past activation with no open churn signal.	POST /offers/{offer}/publish	Free
Subscription.resize	Resize changes how many units a subscription holds and prorates the current period.	POST /subscriptions/{subscription}/resize	Free
Review.publish	An ask for a review on G2 or Capterra the week a customer gets a result, with a direct link.	POST /reviews/{review}/publish	Free
Referral.invite	An intro ask within a week of a customer’s outcome; a two-sided program once you pass 50 active customers.	POST /referrals/invite	Free
Message.schedule	Sends an email or message from your own inbox at the hour you set.	POST /messages/{message}/schedule	Free from your inbox

Field	What it says
Customer	The account, its plan and its monthly amount, read from Stripe.
Activated	Whether it hit the activation event, and the day it did.
Signal	The churn or expansion signal that fired, with its number and its date.
Move	The save note, upgrade note, review ask or referral ask the signal opened.
Outcome	Saved, upgraded, churned or waiting, read from Stripe.
Cost	The most the watch can cost, shown before it runs, and what it cost after.

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Your product URL

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Enter your product’s web address, like shipfast.com.

Free to plan. You see the plan and its price before anything runs.