Surface At-Risk Accounts Before Churn Becomes Visible (Claude Cowork Self-Install Kit)

See the client who's about to leave while you can still do something about it.

Right now you find out an account is unhappy when they cancel, and by then there's nothing left to save. The warning signs were in your health-score data the whole time, you just never had a schedule for looking.

The leak isn't that you don't care. It's that nothing reads the health signals on a cadence, so a slipping account stays invisible until it's gone.

What this kit does

Connect Gainsight Staircase AI through Claude and ask which accounts dropped their health score more than 15 points this month. Claude reads the signals, ranks accounts by intervention urgency, and drafts a prioritized outreach list. You stop reacting to cancellations and start catching them 30 to 60 days earlier.

What you can expect

You surface 2 to 5 at-risk accounts each monthly review cycle before churn shows up in the numbers. Your churn response lag drops from about 45 days to under 7, and you recover 1 to 3 hours a week you spent scanning account dashboards by hand.

Who it's for

Built for agencies, coaches or consultants, and solopreneurs managing a book of retained accounts. This is a Claude Cowork self-install kit you run yourself.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

This kit pays its way by protecting revenue you've already won. One retained account is usually worth far more than the kit, and it runs that early-warning check for you every cycle.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork account and a Gainsight Staircase AI account. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

How to install this kit

Connect Gainsight Staircase AI at claude.com/connectors and authorize your account. Open the kit in Claude Cowork and run the included prompt. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing customer-success or churn-prevention software, this is the install-it-once alternative. You set up your own early-warning review and keep it, with no monthly seat. Add it to your cart, open it in Claude Cowork, and run your first at-risk scan this week.