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Greta.Agency
Retain and grow accounts with proactive automation

Keep customers
happy at scale.

We build automation systems that track customer health, trigger proactive outreach, manage renewals, and surface expansion opportunities — before churn happens.

Reduce churn with automation

What You Get

  • Customer health scoring and dashboards
  • Automated onboarding and check-in sequences
  • Renewal reminders and workflow automation
  • Churn risk detection and alerts
  • NPS/CSAT survey automation
  • Expansion opportunity identification

How It Works

01

Monitor

We track product usage, support tickets, and engagement signals to calculate real-time health scores.

02

Engage

Automated sequences trigger based on health changes — welcome flows, check-ins, risk interventions.

03

Renew

Renewal workflows start automatically. CSMs get alerts with full account context and talking points.

04

Grow

Expansion signals (usage spikes, feature requests) are surfaced so CSMs can proactively pitch upgrades.

Built For

SaaS CS teams

Account management teams

Renewal specialists

CS leaders tracking portfolio health

Common Questions

What tools do you integrate with?

Gainsight, Vitally, ChurnZero, Intercom, HubSpot, and custom-built systems.

How is health score calculated?

We combine product usage data, support ticket sentiment, engagement frequency, and contract data into a weighted score.

Ready to automate?

Tell us what you need. We'll scope it and have a plan in 24 hours.