Example processtelecom

B2B churn save desk automation software

An example of B2B churn save desk as a governed process: agents do the 7 steps, and a person signs the gate before anything irreversible happens. Download it, import it into your workspace, and adapt it to your systems.

Download example · JSONImport into Minctrl →

minctrl.process/v1 · hash 72bb5c68e8eb…eeff

The graph7 agent steps1 human gatesigns: B2B Retention Manager (Save Desk lead)

B2B churn save-desk autopilot

Enterprise and SMB accounts churn off a ~$120M revenue pool while save teams score risk only monthly and react after notice-to-quit, missing the window to intervene. Retention agents hand-build offers in spreadsheets and CPQ, so right-sized saves arrive late, inconsistent, and below the value that would have retained the account. Agents continuously score every B2B account for churn risk, draft a right-sized retention offer, and auto-launch low-value saves (within discount/credit guardrails) without human touch. Only material discounts, multi-year contract amendments, and named/strategic-account moves reach a retention manager, who signs every irreversible price concession and contract change before it is committed.

The governed flow · branches, parallel work & a human on the irreversible step
winnable — in renewal window, save-worthy ARRnot pursued — lapsed / un-winnable / below ARR floorlow-value, within discount/credit guardrails (no contract change)material discount / multi-year amendment / strategic-named accountrework — re-price offer (margin too thin / wrong structure)signeddeclined — no concession committed
Start
agent · low risk
Pull daily account telemetry — usage/QoS, billing, support tickets, contract term and renewal dates — across the B2B base
parallel · fan-out / join
Run risk scoring and account-context enrichment concurrently
agent · low risk
Score each account for churn risk and rank the at-risk book by ARR at stake and save probability
agent · low risk
Enrich each at-risk account with renewal window, prior save history, margin floor and strategic/named-account flag for offer sizing
parallel · fan-out / join
Merge risk score and account context into a single save-candidate record
decision
Save eligible?
agent · medium risk
Draft a right-sized retention offer per at-risk account against the playbook and CPQ catalog, computing discount/credit value and margin impact
decision
Offer tier within guardrails?
agent · medium risk
Auto-launch low-value retention saves that fall within discount/credit guardrails (no contract change), logging each for audit
gate · human sign-off
Reviews and signs any offer above the discount/credit threshold, any multi-year contract amendment, and any strategic/named-account intervention — or sends the offer back for re-pricingsigns: B2B Retention Manager (Save Desk lead)
agent · high riskirreversible
Commit the approved price concession and book the contract amendment in billing and CLM
agent · low risk
Track save outcomes, realized retention vs. forecast, and offer take-rate; route declines and reopened risk back into scoring; close not-pursued accounts
Done
low riskmedium riskhigh riskbranch / reworkgate · human sign-off
Use this example
01

Download the file

A minctrl.process/v1 document: the graph and the hash of the process it becomes.

02

Import it in Processes

Import into Minctrl opens this example in your workspace; one click stores it as your first version. Import JSON does the same with the file, and a file changed after download is refused.

03

Connect your systems

Every connector starts in shadow: steps run, nothing leaves Minctrl until you configure a connector and switch it live.

04

Adapt it

Change signers, time limits and steps on the canvas. Each save is a new version; a running case stays on the version it started with.

Questions
How do I automate B2B churn save desk with Minctrl?

Start from this example. Import the file in Processes, connect your own systems, and adapt the steps on the canvas. Agents run the reversible steps; every irreversible step waits at a gate for the role you choose. The example has 7 steps and 1 gate; you can change any of them.

Is B2B churn save desk in Minctrl auditable?

Every run start, signature and change to the process is written to a hash-chained audit log your auditor can verify and export. A run is pinned to the exact graph it started on.

Does the AI decide everything?

No. Minctrl will not make a process runnable while an irreversible step can be reached without a human gate, and one person cannot sign two gates of the same run.

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