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Customer intelligence

Know who's leaving before they do. And who's ready to grow.

Beacon reads every signal a customer gives off and tells you what's forming — the churn before it's certain, the expansion before it's asked for, and the next move for every account.

The cost of finding out late

You learn a customer is leaving the week they tell you. The decision was made months ago.

Your tools are fluent in what already happened. Not one of them tells you which customer is about to leave, which is ready to grow, or what either one is worth.

The CRM
Knows
Deal size, close date, and the last time someone logged a call.
Never saw comingThe account already decided to leave.
The dashboard
Knows
Logins, MRR, and last month's churn, neatly charted.
Never saw comingWhich customer churns next.
The spreadsheet
Knows
This quarter's totals, retyped by hand every Monday.
Never saw comingWhat any one customer is worth.
Every tool looks backward.By the time a number moves, the customer already made up their mind.
Every account, a decision

Every customer, ranked by what to do this week.

Not a list of accounts. A prioritised set of moves — who to save, who to grow, and what each one is worth if you get it right. Watch the read come in, worst-risk first.

AccountWhat's happeningSignal strengthLifetime valueStatus
Kestrel Labs
Enterprise · $88k ARR · renews 8 wks
New team, never onboarded.
Churn risk
$210k
Save now
Brightwork
Growth · $52k ARR · renews 6 mo
Past seat ceiling, 3 months.
Expansion
$150k
Grow now
Meadowpath
Growth · $41k ARR · renews 11 wks
Champion left, no new sponsor.
Churn risk
$96k
Save
Halcyon
Growth · $37k ARR · renews 4 mo
Two teams live, third wants reporting.
Expansion
$110k
Grow
Sundeck
Starter · $19k ARR · renews 5 mo
Active users slipping, 2 weeks.
Churn risk
$44k
Watch
Vireo
Enterprise · $120k ARR · renews 7 mo
Deep adoption, expansion booked.
Healthy
$340k
Healthy

Illustrative — Beacon ranks your real book of accounts by what's at stake and what to do about it, and keeps it current.

The forward read

Every customer's next move, before it happens.

Churn, expansion, the path they'll take, and the margin they'll leave behind — each read mirrored against your command system and financial targets, and each one turned into the move to make now.

Kestrel Labs — 32% likely to renew, and falling.
1.2% of the ARR plan
Renewal likelihood32%
Product analyticsUsage ↓ 22%
CRMChampion changed
HelpdeskSupport ↑ 3×
NPS surveyScore 9 → 6
Forecasted churnAt renewal · ~8 weeks
Do nowRe-onboard the new team · book an exec check-in
Brightwork — $64k of expansion, about 6 weeks out.
adds 0.7% to the expansion plan
Expansion readiness80%
Product analyticsPast seat ceiling, 3 mo
ProvisioningNew team live
Product analyticsAdoption 92%
CRMExec sponsor engaged
Forecasted expansion~6 weeks · +$64k
Do now Adjust pricing → Scale tier template Switch contract → Enterprise Net-30 template
Every customer runs a path template. Beacon knows which one, and where support fits.
Kickoff
week 0
Setup
week 1
Activation
week 2expanded ↓
Team adoption
week 4
First value
week 6
Enterprise onboardingv4templateActivation · week 2
1Import historical datadue day 3
2Configure the first workflowdue day 7
3Train the new team (5 seats)due day 10
Support needs forecast10 hours
Responsible CSMMara Ruiz
Support agent assistingOtis Vale
What this customer is worth after the cost to serve it.
vs 74% target gross margin
Revenue projection
$210k
Onboarding costs
$12k
Cost to serve
$28k
Expected margin
68%

Built from this customer's own path, support load and revenue projection — not a segment average. A heavier-support path pulls it to 68%, 6 points under target.

Illustrative — every prediction carries the signals it's built from, and updates as the customer's behaviour does.

Every signal, in

Everything a customer does flows in — first touch to final invoice.

Beacon reads a customer everywhere they show up: the marketing that found them, the product they use, the tickets they raise, the invoices they pay. One customer, assembled from every source along the way.

First touch
Web analytics
Ad & campaign platforms
Marketing automation
Evaluate & buy
CRM & pipeline
Signups & trials
Contracts & terms
Onboard
Product analytics
Provisioning & setup
Support & tickets
Adopt & use
User & feature analytics
NPS & sentiment
Support & CSAT
Renew & expand
Renewals & usage
Expansion signals
CRM & success notes
Bill & pay
Billing & subscriptions
Payment behaviour
Invoices & dunning

Connect what you have; Beacon reads the rest as you add it. A source you haven't connected shows as a named gap, never a guess.

Every answer, out

Every answer flows back out — into the tools you already use.

No new dashboard to live in. The read shows up where the work happens — on the record, in the channel, in the briefing — so even the people who never open Beacon act on it.

SFSalesforce
HSHubSpot
SlSlack
TeTeams
GmGmail
OuOutlook
ZdZendesk
InIntercom
StStripe
NoNotion
JiJira
GAAnalytics

Placeholder wordmarks — swap for brand logos at build.

In the CRM

On every account, the churn read and the next move sit right on the record — no link to somewhere else.

Kestrel LabsAt risk
Renews 8 wks · onboard the new team

In Slack

The moment a customer crosses into risk or into expansion, the people who own it hear about it.

BeaconKestrel Labs just crossed into churn risk. $210k in play — here's the move.

In the inbox & briefings

In the daily briefing and the meeting summary — the accounts to act on, before you walk in.

Daily briefingKestrel at risk · act this weekBrightwork ready to expand · +$64k
The forecast updates itself

Every customer signal updates the forecast, automatically.

Churn signals, segment forecasts and predictive lifecycles feed straight into the numbers. Revenue, cash and runway re-forecast on their own — the moment a customer's story changes, the plan already knows.

Churn signalsSegment forecastsPredictive lifecycles
auto →
Revenue forecastCashflowRunway
Stop guessing who's at risk

See what every customer is about to do.

Free at any size. Connect your tools and see your accounts come to life this week.