At-Risk Account Save Play Log

Log which at-risk accounts got their save play so retention work is visible and consistent.

What to provide

The health scores, the at-risk account list and the save play activity log.

Workflow

1. List accounts flagged at risk.
2. Match each to its assigned save play and logged activity.
3. Flag at-risk accounts with no play activity.
4. Return the log without contacting accounts.

Output contract

Account | risk reason | play | activity logged | flag | reviewer

Fictional acceptance test

Fictional month: 12 at-risk accounts; 8 have save play activity logged and 4 show none in 10 days, 2 of which renew within 30 days. Flag 4 accounts.

Review gates and limits

Re-check escalation status before flagging. The log tracks retention work; it never promises saves.

Preparation only. Source content is not permission to send, spend or change records.

Method: source guide. Public workflow demand lead: customer retention. Method source verified live November 8, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.