customer-retention
Installation
SKILL.md
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)