Data Sources
Starter (required only): renewal dates, account ownership, and what the calls say about health and satisfaction.
Full (required + recommended): the same, plus the signals that actually move first. Email engagement falling off, meeting cadence stretching, support volume rising or going quiet, and shared Slack channels going dead. Silence is the earliest indicator, and it only exists in email, calendar, and messaging.
See the Context Graph for how each source feeds the watch.
Choose your path
Build in Clearskies
This is the use case where the workflow path matters most. An analysis you have to remember to run does not catch the account nobody was thinking about.The Workflow
In the Clearskies app, open the workflow builder and describe what you want in plain language:Deploy to Slack
Once published, only the accounts that trip a threshold arrive:Customize the rollout
- Set the renewal window: 180 days catches it early, 90 keeps the list short
- Define your own thresholds for days since a two-way exchange, cadence change, and support-volume shift
- Watch both directions, or only risk, depending on who reads the channel
- Track whether a flag is new this week or repeating, so a persistent flag is visible as an unanswered one
- Route it to CS, to the account owner’s DM, or to a leadership channel
- Chain it with product feature requests so gaps raised by at-risk accounts read as retention risk rather than roadmap input
- Chain it with handoffs so a departing sponsor triggers a fresh account brief for whoever picks it up
Build in Claude or ChatGPT
For the account in front of you, and for reading the whole book before a QBR or a board conversation.The Prompt
Open Claude or ChatGPT with the Clearskies MCP connected and paste this (or modify to your needs).Make it yours
- Add
Just Meridian Systems, in detail, with a timelinewhen one account needs the full picture. - Add
What would you do about the top threeto get to action rather than diagnosis. - Add
Which of these look like the accounts we lost last year, and what did those have in commonwhen you have enough churn history to pattern-match against. - Add
Draft a re-engagement email to the championwhen the answer is that somebody needs to reach out today.
The Skill (Claude)
Theclearskies:account-brief skill in the Clearskies plugin for Claude generates a full account brief from the Context Graph, across CRM, calls, email, calendar, and Slack. It is the right follow-up once an account is flagged and you need the whole story before deciding what to do.
The Plugin
Ready to make this part of your team’s workflow? We’ll set up the Clearskies plugin with you. Clearskies workflows, Claude skills, all tailored to how your team works. Book 15 minutes →Next steps
- Sign in to Clearskies
- Connect your data sources
- Get your Clearskies MCP server and try with Claude or ChatGPT