How Helix Analytics used Value Creation AI to reduce monthly churn by 64%, recover $2.1M in at-risk ARR, and build the early-warning system that made surprise cancellations a thing of the past — in under 90 days.
Helix Analytics had strong product-market fit and a growing customer base — but a churn problem that was quietly eroding everything they were building. At 4.8% monthly churn, they were losing roughly 31 accounts per month. Their 8 Customer Success Managers were carrying 80 accounts each and could meaningfully engage with only 12–15 per month. The other 65+ were on passive monitoring.
The pattern was always the same: a cancellation email would arrive, the team would look back at the account history, and say "the signs were all there." The usage had dropped. The champion had gone quiet. A support ticket had gone unresolved for three weeks. The signals were there — they just had no system to see them in time.
"Every single churned account — when we looked back — had told us it was leaving 60 to 90 days earlier. The data was screaming. We just couldn't hear it."
— Daniela Cruz, VP Customer Success, Helix AnalyticsValue Creation AI deployed across all of Helix's data sources in 18 days. Within the first week, it identified 23 accounts showing active churn signals — accounts the CS team had rated as "healthy" in their manual health tracking. Here are the 6 signals that appeared most frequently across Helix's churned accounts.
Every at-risk account didn't just get a flag — it got a full AI intelligence brief delivered to the assigned CSM within minutes of the threshold being crossed. The brief included who to call, what to say, and what data to lead with. No raw signal dumps. Specific, actionable intelligence.
"The first week alone showed us 23 accounts about to leave that we had no idea about. That single insight paid for the entire platform."