customer-retention

Q: How do I install customer-retention?

Run npx skills add https://github.com/hubspot/agent-cli-skills --skill customer-retention in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/customer-retention/ (personal) or .claude/skills/customer-retention/ (project).

by hubspotBusiness & Finance

Identify inactive/at-risk customers via CRM filters and create follow-up tasks at scale. Builds on bulk-operations; defers activity-creation specifics to sales-execution.

Installs: 1.7K
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Security: Not audited

Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/hubspot/agent-cli-skills --skill customer-retention

01
Install
Run the command in your project. The CLI asks which agents to install for.
02
Describe the task
Ask your agent for something this skill covers. It loads customer-retention automatically when relevant.
03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

Resources

File	When to use
`resources/customer-health-signals.md`	Filter cookbook of churn signals — `--filter` expressions for `notes_last_contacted`, `hs_last_sales_activity_date`, `hs_email_optout`, stale tickets, subscription status.

Prereqs

Read bulk-operations/SKILL.md first — every read/write below uses its JSONL pipe, pagination, and dry-run/digest patterns. Activity-property tables and association rules live in sales-execution/SKILL.md.

Schema is portal-specific. Verify each property before filtering — e.g. hubspot properties get --type contacts notes_last_contacted, ... hs_last_sales_activity_date, ... --type subscriptions hs_subscription_status. If subscriptions returns 403, your token lacks subscriptions-read — use a private-app token with that scope.

1 — Find inactive customers

CUTOFF=$(date -v-60d +%Y-%m-%d 2>/dev/null || date -d '60 days ago' +%Y-%m-%d)

# No outreach in 60d (calls/notes/meetings update notes_last_contacted)
hubspot objects search --type contacts \
  --filter "lifecyclestage=customer AND notes_last_contacted<$CUTOFF" \
  --properties email,firstname,notes_last_contacted,hubspot_owner_id

# No sales activity in 60d (broader — also catches emails/tasks)
hubspot objects search --type contacts \
  --filter "lifecyclestage=customer AND hs_last_sales_activity_date<$CUTOFF" \
  --properties email,firstname,hs_last_sales_activity_date

# Never contacted
hubspot objects search --type contacts \
  --filter "lifecyclestage=customer AND !notes_last_contacted" \
  --properties email,firstname

For more signals (email opt-out, stale tickets, no open deals) see resources/customer-health-signals.md. For >100 hits, use the pagination loop from bulk-operations.

To audit why a customer churned or moved stage — which workflow, integration, import, or UI edit last changed lifecyclestage — use hubspot objects history --type contacts --properties lifecyclestage [--id <recordId>] [--include-ui]. It flattens each property's source history into one row per change.

2 — Flag at-risk subscriptions

subscriptions is a standard object (hubspot objects types confirms). Enum values for hs_subscription_status are portal-specific — verify before filtering, then plug the exact value in:

hubspot properties options-list --type subscriptions hs_subscription_status   # allowed values

# Past-due — revenue at immediate risk (substitute your verified value)
hubspot objects search --type subscriptions \
  --filter "hs_subscription_status=past_due" \
  --properties hs_recurring_billing_total,hs_subscription_status

# Map an at-risk subscription to its contact for outreach
hubspot associations list --from subscriptions:<sub_id> --to contacts --format jsonl

3 — Create a follow-up task or check-in note

Activity creation lives in sales-execution (full property tables, note + meeting flows). One anchor example — unassociated tasks are invisible in the CRM UI, so always associate:

task_id=$(hubspot objects create --type tasks \
  --property hs_task_subject="Q1 retention check-in" \
  --property hs_task_priority=HIGH --property hs_task_status=NOT_STARTED \
  --property hs_task_type=CALL --property hs_timestamp=$(date +%s)000 \
  --format json | jq -r '.id')
hubspot associations create --from tasks:$task_id --to contacts:<contact_id>

4 — Bulk task creation for a cohort

Pipe a search through jq into one objects create call, then associate. objects create is Additive — never digest-gated — so --dry-run is a plain preview and you execute by dropping it (no digest/confirm). The digest flow only applies to the irreversible writes in bulk-operations/SKILL.md.

DUE_MS=$(( ($(date +%s) + 2*86400) * 1000 ))   # due in 2 days

# 1. Capture the cohort (same file feeds both create + associate)
hubspot objects search --type contacts \
  --filter "lifecyclestage=customer AND notes_last_contacted<$CUTOFF" \
  --properties firstname > /tmp/inactive.jsonl

# 2. Build task payloads — one per contact
jq -c --arg due "$DUE_MS" '{
  contact_id: .id,
  properties: {
    hs_task_subject: ("Re-engage: " + (.properties.firstname // "customer")),
    hs_task_priority: "HIGH", hs_task_status: "NOT_STARTED",
    hs_task_type: "CALL", hs_timestamp: $due
  }
}' /tmp/inactive.jsonl > /tmp/task_payloads.jsonl

# 3. Dry-run, then create (drop contact_id before piping)
jq -c '{properties}' /tmp/task_payloads.jsonl | hubspot objects create --type tasks --dry-run | head
jq -c '{properties}' /tmp/task_payloads.jsonl | hubspot objects create --type tasks > /tmp/created.jsonl

# 4. Associate each new task to its contact — one piped call (associations create batches 100 pairs/API call; paste preserves order)
paste <(jq -r '.id' /tmp/created.jsonl) <(jq -r '.contact_id' /tmp/task_payloads.jsonl) \
  | jq -cR 'split("\t") | {from:("tasks:" + .[0]), to:("contacts:" + .[1])}' \
  | hubspot associations create

One CLI call for the search, one for the create, and one for all associations — no xargs -I{} per record. The output-order guarantee of objects create (one result per stdin line, in order — see bulk-operations "Output shape") is what makes the paste correct.

Known gaps

No native churn-score / health-score property — track via a custom property.
hubspot segments provides CRM lists for re-engagement cohorts — segments members-list pulls a list's members, and segments create / update-filters save an at-risk audience as a reusable list. Re-engagement enrollment can be built as a workflow via hubspot workflows create / update (see workflow-automation/SKILL.md).
hubspot sequences reads Sales Hub sequences (read-only): use sequences enrollments <contact_id> to see whether an at-risk customer was ever engaged through a sales sequence. Sequences are a product API (Sales Hub Professional+, automation.sequences.read scope), not a CRM object type — the CLI cannot create sequences or enroll contacts. This list grows over time; recheck hubspot --help / CHANGELOG.md rather than assuming an API is absent.
hubspot associations create batches stdin JSONL (up to 100 pairs per API call) — pipe the pairs in one call instead of looping.

FAQ

What does the customer-retention skill do?

Identify inactive/at-risk customers via CRM filters and create follow-up tasks at scale. Builds on bulk-operations; defers activity-creation specifics to sales-execution.

How do I install customer-retention?

Run npx skills add https://github.com/hubspot/agent-cli-skills --skill customer-retention in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/customer-retention/ (personal) or .claude/skills/customer-retention/ (project).

Which AI agents can use customer-retention?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is customer-retention safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains customer-retention?

It is published by hubspot in hubspot/agent-cli-skills. It has 1,691 recorded installs.

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customer-retention

Install

Install

Describe the task

Review the result

SKILL.md

Resources

Prereqs

1 — Find inactive customers

2 — Flag at-risk subscriptions

3 — Create a follow-up task or check-in note

4 — Bulk task creation for a cohort

Known gaps

FAQ

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