North Metric

    Retention automation,approved by you.

    Approve each move, or set rules once with limits. Locked moves always ask and one switch pauses everything.

    Get your free churn report →Actions off until you turn them on
    IN SHORT

    Customer retention automation lets saves, follow-ups and win-backs run without doing each one by hand.

    To stay in control, keep two modes: approve each move, or set rules with conditions and limits that preview who they touch. Lock risky moves so they always ask, and keep one switch that pauses everything. North Metric works this way.

    MODE 1Approve eachEvery move waits for youMODE 2Set a ruleConditions, limits, a preview
    Locked moves always ask
    Pause everything
    01APPROVE

    Approveeach move.

    Approving each move is the default for every move type. When churn prediction marks a customer at risk, you get one drafted move with the reason.

    ApproveWriting each save email yourself takes hours you don’t have.
    One drafted move per customer, with the reason and the data. Approve it as written.
    Defaultmode for every move typeChurn prediction →
    EditA note that reads like a template won’t sound like you.
    Change the words or the offer first. Drafts follow your voice from one sample email.
    1sample email sets your voice
    SkipSome customers are better left alone, and you know which.
    Skip with a reason. No redraft for a while unless the reason changes or risk rises.
    Loggedevery skip, with its reason
    02RULES

    Set a rule once,with limits.

    A rule pairs conditions (customer type, $/mo range, reason, move type) with limits, and previews who it would act on before it goes live.

    NEW RULE
    CONDITIONSCustomer type$/mo rangeReasonMove type
    LIMITSMax percentDurationOnce per customer
    ✓Previews who it would act on
    PREVIEW · WHO IT WOULD ACT ONEXAMPLE
    REASONSIGNALUSAGEACTIONAT RISK
    PRICE REASONtoo_expensivesteady20% off, 3 mo, once$2.4K/mo
    Price reason → capped discount, once
    NOT USING ITseats 12 → 5logins downPause, up to 2 mo$900/mo
    Not using it → pause, never a discount
    FAILED PAYMENTinsufficient_fundssteadyCard-update note$1.1K/mo
    Stripe’s retries end → card-update note
    03ALWAYS ASK

    Moves thatalways ask.

    These moves ask first even when a rule matches, unless noted below. Some are locked to Owners and Admins.

    Price changesOnly an Owner or Admin can approve a change to what a customer pays.LOCKED
    Discounts above your maxA rule stops at the limit you set; anything larger waits for an Owner or Admin.LOCKED
    Ending a forever discountUnless a leak rule covers it, and always with 30 days’ notice to the customer.LOCKED
    Changes from a customer’s replyAny approver can sign these off, but a rule never runs them.ASKS
    Top accounts and blocked cardsYour 10 top-MRR customers, blocked or stolen cards and low-confidence moves ask by default; switch off with a confirm.ASKS
    04PAUSE ALL

    One switchpauses everything.

    One switch stops every pending and automatic move at once. Pages your customers already have, like card-update links, keep working.

    Before anything is sent or changed, North Metric checks Stripe again, live.

    If the customer already fixed their card or undid the cancel, the move closes as “Resolved on its own”.

    Every automated run is logged with the rule behind it.

    What North Metric can read and change in Stripe is set out on our security page. Changes in Stripe also need actions on, which only an Owner can turn on in Settings.

    Pause allEvery pending and automatic move
    BEFORE ANYTHING RUNS · LIVE STRIPE CHECKCard fixed alreadyRESOLVED ON ITS OWNCancel undoneRESOLVED ON ITS OWN
    ✓Card-update links keep working · every run logged
    05SMALL TEAMS

    Retention automationwithout a big team.

    The customer-success work, run from one Queue by the people you already have.

    01One list, ranked by money at riskEvery paying customer gets a 0–100 risk score, and the list is ranked by MRR × risk. Start at the top.
    02One drafted move per customerChosen from the customer’s type and reason, so you decide instead of write.
    03A trial that asks firstFor 14 days every move needs approval. Rules draft to the Queue until you're on the plan and an Owner or Admin confirms. Stripe changes also need an Owner to turn on actions.
    01Four rolesOwner, Admin, Approver and Viewer. Approvers sign off within limits; Owners and Admins set the rules.
    02Proof of what it keptKept MRR is tied to invoices and set against a comparison group. See how we measure money kept.
    06FAQ

    Questions aboutapprovals.

    Yes, within limits you set: a maximum percent, a duration and once per customer. Anything above your max is locked and waits for an Owner or Admin. During the trial, every move asks first.

    FREE CHURN REPORT

    Start with the report,decide the rest later.

    Get your free churn report →Actions off until you turn them on