Customer Retention Analysis: Survey → Analyze → Action Plan
Proactively identify at-risk customers after incidents using surveys and AI analysis to create targeted retention strategies.
Workflow Steps
Typeform
Deploy customer health surveys
Create and automatically send post-incident customer satisfaction surveys with NPS scoring, trust assessment questions, and open-ended feedback fields to gauge customer sentiment and identify churn risk.
ChatGPT
Analyze sentiment and risk
Use OpenAI API through Zapier to analyze survey responses, categorizing customers into risk levels (high, medium, low churn risk) and extracting key concerns and sentiment indicators from open text responses.
Airtable
Build customer risk database
Automatically populate an Airtable base with customer risk scores, categorized feedback, account value, and recommended retention actions, creating a prioritized list for account management follow-up.
Workflow Flow
Step 1
Typeform
Deploy customer health surveys
Step 2
ChatGPT
Analyze sentiment and risk
Step 3
Airtable
Build customer risk database
Why This Works
Combines human feedback with AI analysis to quickly identify which customers need immediate attention, preventing reactive churn management.
Best For
Companies recovering from security incidents or PR crises who need to systematically assess and address customer concerns
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