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Sopact Sense reads every client touchpoint, scores it against your retention signals, and follows at-risk accounts forward — so your team acts before the cancellation call comes.
See It With Your Client DataFOR SERVICE BUSINESSES WITH RECURRING CLIENTS, SUBSCRIPTION MODELS,
AND CHURN THEY NEED TO SEE COMING
PREDICT CHURN BEFORE IT HAPPENS · UNDERSTAND THE WHY · ACT ON EVERY AT-RISK ACCOUNT
Other tools: spreadsheet exports, manual CSR notes, gut-feel account reviews.
Sopact Sense reads every 30/60/90-day checkup, exit survey, and support interaction — and surfaces which accounts are trending toward churn before they call to cancel.
Phase 01
INPUT
200+ Active Accounts
Tracked, scored, trend-monitored)
SOPACT SENSE
Longitudinal Intelligence
AI connects every touchpoint across the client journey
OUTPUT
Flagged & Ranked
Every at-risk account has a reason
Clear renewals advance automatically. At-risk accounts get flagged for CSR outreach. Your team focuses where they actually add value — not on manually reviewing account 347 of 400.
After a warning signal appears, most tools go dark. Sopact carries the account's full context forward — their checkup scores, their open-text feedback, their issue history — so your outreach is targeted, not generic.
Whether it's a 60-day check-in or a proactive save call, Sopact connects it to the same unique account record — so every interaction builds on the last.
Phase 02
INPUT
Account History + Checkup Scores
Full longitudinal context from onboarding forward
SOPACT SENSE
Retention Intelligence
AI synthesizes account health across all touchpoints
OUTPUT
At-Risk Account Record
Linked into proactive outreach workflow
This is where Sopact differs from every tool in this category. When you reach out to an at-risk account, Sopact already knows their full service history, their open-text feedback, and when the warning signals first appeared. No re-digging through notes needed.
Early Warning Detection — Track churn risk signals across accounts, segments, and geographies before clients call to cancel.
Retention Intelligence — Aggregate churn patterns across accounts by segment, service type, and region.
At-Risk Automation — Know who hasn't had their 60/90-day checkup, what issues are unresolved, and when to intervene.
Predictive Churn — Identify account patterns that predict cancellation before the client ever calls to cancel.
Every checkup, support note, and exit survey feeds one unified view — who churned, why they left, which accounts are at risk right now, generated automatically.
Phase 03
INPUT
Account Checkups + Support Notes
Pre-loaded from Phase 01 + 02
SOPACT SENSE
Unified Analysis Engine
Cross-account retention intelligence
OUTPUT
Retention Intelligence Reports
From one unified data flow
Your CSR team wants to know who to call this week. Your leadership wants to know the churn forecast for next quarter. Sopact gives both answers from the same data — without a separate reporting project.
See how Sopact Sense transforms fragmented checkup data into a continuous retention signal — with at-risk intelligence that closes the loop before churn happens.
Start With Your Client DataRetention Health Report
Aggregate churn risk across all active accounts.See which accounts are improving, plateauing, or trending toward cancellation — across your entire book of business at once.
Missing Signal Alert
Know which accounts missed their 60/90-day checkup, who hasn't responded, and who needs immediate outreach — before silence becomes a cancellation.
At-Risk Summary
Auto-generated list of accounts by churn risk score and last contact.Every flagged account in one view. No manual tracking to ask who called which client last.
Churn vs. Forecast
Compare actual churn against what was projected.It synthesizes actual cancellation rates, checkup sentiment, exit reasons, and surfaces the patterns driving the gap.
Retention Equity Audit
Retention patterns by segment, region, and account type.Identify where service gaps may be driving higher churn in specific populations — with evidence you can act on.
Board Summary
One-click narrative of retention performance, top risk segments, and recommended interventions.
FOR YOUR CUSTOMER SUCCESS TEAM
FOR LEADERSHIP & INVESTORS
Know every client account deeply — their complete checkup history, issue patterns, sentiment trajectory, and evolving needs. Not just their last survey response.
Turn retention data into decisions. AI extracts churn themes, risk flags, and early warning signals — so your team acts in days, not after the cancellation call already came.
Your retention program doesn't just track churn — it learns from it. Every cycle, Sopact Sense gets smarter about what at-risk looks like. Your next quarter benefits from every signal your previous one produced.
Bring us your last 6 months of checkup data and exit surveys. We'll show you which accounts were predictably at risk — and when the signal first appeared. In 30 minutes.
Book a DemoEvery client gets a persistent unique ID that connects their onboarding data, 30/60/90 checkup scores, support notes, qualitative feedback, and exit evidence — across their entire service relationship.
Applicant
Unique ID
Pre-loaded Record
→
Cycle 1
Applicant
Scored & reviewed
→
Cycle 2
Interview
Context carried forward
→
Cycle 3
Outcome Data
Longitudinal evidence