AI Sales Agent for Client Risk Analysis
Quantify revenue-at-risk across your client portfolio, detect early churn signals, and surface clients that need proactive save plays before renewals slip away.
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Your Team Has Accounts. What They Need Is Predictability.
Manual Data Stitching
Teams piece together revenue trends, hiring shifts, leadership moves, and vendor changes from scattered systems.
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Late Detection of Churn Signals
Early indicators are buried across tech signals, workforce patterns, and market activity, often caught only when renewal risk is already high.
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Inconsistent Risk Narratives
Without unified intelligence, each seller interprets account risk differently, leading to uneven forecasting and misaligned rescue plans.
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Reactive Renewal Plays
Messaging, escalation paths, and save motions are created too late and vary drastically by rep, reducing renewal confidence.
AI Sales Agent for Client Risk Analysis
The Client Risk Analysis Agent evaluates every client using multi-dimensional signals such as revenue trajectory, hiring patterns, vendor shifts, tech posture, leadership changes, and market movement. It segments accounts into risk tiers, identifies churn drivers, and generates a complete, ready-to-execute stabilization and renewal playbook.
Analyzes historical and projected revenue movements.
Which of our top clients show early signs of revenue slowdown this quarter?
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Identifies layoffs, hiring freezes, and capability shifts.
Has Verizon reduced hiring or signaled cost-cutting in key business units?
Surfaces new providers entering or expanding within the account.
Which competitors have gained footprint inside JPMorgan recently?
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Tracks new exec hires, departures, and power shifts.
Did the CIO change at Delta, and how does that affect our renewal?
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Synthesizes all signals into a client-specific risk story and recommended actions.
What’s the top churn driver for Nike, and what save play should we run?
Client Risk Analysis Agent is used by
1
Sales leadership
Build a predictable renewal pipeline backed by risk-tiered account intelligence.
2
Account directors & client partners
Identify at-risk clients early and run targeted save and stabilization plays.
3
Customer success & renewal teams
Prioritize outreach, escalations, and executive alignment with clear risk signals.
4
Revenue operations teams
Deliver accurate renewal forecasts, risk-adjusted revenue projections, and portfolio health dashboards.
Accelerate Every Deal Cycle with AI Agents for Sales
Give your teams always-on agentic intelligence that speeds up every step of your GTM motion; from account identification to deal closure.
By filling up this form, you agree to allow Draup to share this data with our affiliates, subsidiaries and third parties
Unlock a complete Client Risk blueprint tailored to your portfolio
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Executive Summary
Overall portfolio health, risk distribution, and priorities
Client Portfolio Summary Table
Risk tiers, revenue trends, vendor counts, signal overview
Risk Tier Deep Dives
Drivers of churn, account health indicators, and risk score rationale
Revenue-at-Risk Analysis
Contract value, churn-adjusted exposure, and financial impact
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Account Signals (Last 90 Days)
Leadership changes, hiring shifts, tech signals, layoffs, vendor moves
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Competitive & Vendor Landscape
Provider footprint, consolidation patterns, and areas of vulnerability
Recommended Save Plays
Specific actions for the next 14 / 30 / 60 days
Churn Mitigation Plan
Stabilization strategy, escalation path, and success metrics
Value Proposition Summary
Renewal justification and expansion opportunity positioning
Impactful insights, delivered real-time
Access insights via API, custom data feeds, the Draup platform or using MCP
APIs & Integrations
Best for
Embedding live insights in workflows without storing data
- Native integrations with 33+ CRMs, like Salesforce, Hubspot, Microsoft Dynamics CRM, etc.
- Real-time access to critical data
- Enhanced security and data Integrity
- Efficient API performance with flexible limits
Custom Data Feed
Best for
Analytics at scale & joining Draup with internal data
- Highly customizable feeds for workflow needs
- Scheduled pushes to data lakes/warehouses (S3, ADLS, BigQuery, SFTP)
- Scalable use cases with the data
- Integrates with internal data assets for co-pilots/agents
Draup Platform
Best for
Fastest time-to-value,
no build required
- Ready-to-use UI with 200+ productized use cases & workflows
- Leverage visualizations & workflows to drive seller action with no overhead
- Enterprise controls: SSO, RBAC, governance
- Integrates UI & functionality into CRM apps
Model Context Protocol
Best for
Real-time Al workflows & LLM applications
- Native integration with Claude, OpenAl, and MCP-compatible Al tools
- Zero ETL, models query live data without pipelines or reindexing
- Governed access with token-based scopes, Pll masking, and audit trails
- Grounded, real-time data prevents LLMs from generating outdated or inaccurate insight
Enterprises do extraordinary things with Draup
Real stories. Real Success.
The Client Risk Analysis agent is Powered by unparalleled global market data
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