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Onboarding Risk Scoring

Score the health of each onboarding by combining Valuecase progress, CRM activity, and customer engagement – get proactive alerts for at-risk accounts. Build with Claude Cowork, n8n, Zapier, Make, or LangChain using the Valuecase MCP.

AI Agent Prompt

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Every morning at 8am, score the health of each active Valuecase onboarding. For each space, pull via the Valuecase MCP: - Days since the customer's last visit - Milestone completion vs. expected timeline - Overdue task count Combine with: - HubSpot: recent activity, escalations logged, deal sentiment - Google Calendar: scheduled meetings (or lack thereof) with the customer Produce a risk score (Green / Yellow / Red) per account with a one-line reason. Post the Red list to Slack for the CS team. Include a summary of Yellow accounts that trended toward Red this week, so small slides don't turn into surprises.

What the AI creates

A daily risk score for every active onboarding – combining Valuecase progress with CRM and calendar signals – so at-risk accounts get attention before they stall or churn.

Pro Tip

Tune the signals to your process – what counts as "overdue" depends on your typical onboarding length, and what counts as "inactive" depends on your touch cadence.

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Onboarding Risk Scoring

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Onboarding Risk Scoring

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