Flag customers that are shrinking

Each month, compares every customer's headcount with last month.

Use this workflowHow it works

7 stepsMonthly

The workflow diagram

Flag customers that are shrinking: workflow diagramThe 7 steps of this workflow, from its trigger to the final step.On the 1st of every month, for each customer. Scores, schedules and toolsBWWHENTRIGGEROn the 1st of everymonth, for each customerScores, schedules and toolsRead this month's headcount. Paid per resultDATHENRead this month'sheadcountPaid per resultDropped past your threshold?Dropped past yourthreshold?Look for layoff or restructuring news. Paid per resultDATHENLook for layoff orrestructuring newsPaid per resultSummarize what is happening. Waits and logicBWTHENSummarize what ishappeningWaits and logicAdd to Churn risk. Audiences and recordsBWTHENAdd to Churn riskAudiences and recordsAlert customer success. AIMEEAITHENAlert customer successAIMEEStore this month's headcount. Audiences and recordsBWTHENStore this month'sheadcountAudiences and recordsThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

Each month, compares every customer's headcount with last month. When it drops past your threshold, reads recent news for layoffs or restructuring, writes a short summary, and alerts customer success.

Why it works. Shrinking teams cut seats and vendors, and hearing it first gives customer success time to protect the account.

Nothing is sent outside your team, so nothing waits for approval.

How it works

It starts: On the 1st of every month, for each customer, or run it now.

  1. 1

    Read this month's headcount

    Runs a BrandWell data job and returns the result.

  2. 2

    Dropped past your threshold?

    If yes, it goes on to "Look for layoff or restructuring news". If no, it goes on to "Store this month's headcount".

  3. 3

    Look for layoff or restructuring news

    Looks for company news, hiring, funding and technology changes.

  4. 4

    Summarize what is happening

    AIMEE classifies, extracts or writes using your instruction.

  5. 5

    Add to Churn risk

    Saves the people to an audience you can use anywhere.

  6. 6

    Alert customer success

    AIMEE tells the right person, with the context they need.

  7. 7

    Store this month's headcount

    Saves what was found onto the record.

What you need

  • Workflow Wallet funds for paid lookups
  • AIMEE in your BrandWell plan
  • An audience of your customers

What it costs

Paid steps are charged per result from your Workflow Wallet, and you set the limit.

  • Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

$0.41 typical per 100 customers, up to $2.35

Free sources run first when they can answer. You see a price before anything paid runs. Estimates use current customer prices.

Data partners

Free sources run first, then the rest in the order this workflow tries them.

  • Read this month's headcount

    • TikHub
    • Fetchin
    • ScrapeCreators

  • Look for layoff or restructuring news

    • TinyFish
    • AnyAPI
    • Serper
    • Search1API
    • Akta by Wokelo

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