Stop the leaky bucket. We decode customer intent signals to help your CS and Sales teams proactively retain accounts and close massive upsells.
We analyze intent data across your existing stack
The biggest threat to your NRR.
Most B2B companies operate a reactive Customer Success model. By the time a client expresses dissatisfaction, they are already evaluating your competitor.
You don't need another SaaS tool. You need a data strategy that identifies the microscopic behavioral changes—intent signals—that indicate an account is ready to churn, or ready to buy more.
A proactive, three-step framework designed to secure your baseline revenue and aggressively expand your account value.
We audit your historical data to build custom Risk Scoring models. We identify exactly which usage drops or champion departures signal imminent churn.
Data is useless without action. We design bespoke, executive-level CS Playbooks that tell your team exactly *how* and *when* to step in and save the account.
We map Upsell Intent. When a client hits specific value milestones, we trigger automated alerts to Sales, turning your CS organization into a revenue engine.
We analyze your CRM and product usage data to build algorithms that flag high-value accounts at risk of leaving, months before renewal.
Identify the exact moments your existing customers are primed for expansion. We map product limits and usage spikes to high-probability cross-sell offers.
We translate data insights into operational reality. We write the exact email scripts, call tracks, and escalation paths your CS team needs to save accounts.
Transform standard check-ins into high-stakes strategic reviews. We design QBR frameworks that prove immense ROI to your client's C-Suite.
Avg. Net Revenue Retention
Drop in Unplanned Churn
ROI on CS Spend
Our work takes place offline, integrating deeply with your executive team.
Submit your retention challenges via our portal. Our strategy team reviews your tech stack and ARR tier to determine preliminary alignment.
We schedule an offline discovery call to dive into your CRM architecture. We look for hidden intent signals your current setup is missing.
We present a comprehensive retainer proposal outlining Risk Scoring models, Playbooks, and expected NRR uplift.
Execution sprints begin. We train your CS and Sales teams to act on the new intent signals, transforming your culture to proactive revenue generation.
"Before LoyalIntent, our CS team was just a support desk. Now, they are a revenue engine. The upsell intent mapping paid for the agency retainer in the first 45 days."
Chief Revenue Officer
Enterprise SaaS (FinTech)
"They identified 'silent churners' in our data that we completely missed. By intervening 90 days before renewal using their playbooks, we saved over $2.4M in ARR."
VP of Customer Success
B2B Logistics Platform
We are tech-agnostic. We don't require you to buy new software. Our analysts export and model data from your existing instances (Salesforce, HubSpot, Gainsight) under strict NDAs, then build processes that live inside the tools your team already uses.
Software gives you dashboards; we give you a strategy. Many companies have CS software that is poorly configured or ignored by reps. We provide the intellectual capital—the risk models and playbooks—that make those tools actually generate ROI.
Initial data diagnostics and the Strategy Blueprint take roughly 3-4 weeks. Implementation sprints begin immediately after. Most clients see a measurable shift in team proactivity within 60 days, and NRR impact within the first two quarters.
Provide your baseline metrics. Our data strategy team will review your stack and volume to determine if we can deliver significant ROI.