Automated Revenue and Customer Engagement Workflow

This n8n workflow automates comprehensive revenue and customer engagement analysis, scheduled daily at 6 AM. It begins by setting key parameters for churn risk, upsell thresholds, and retention discounts. The workflow fetches customer data from a PostgreSQL database, analyzing usage, engagement, support tickets, and payment history to assess churn risk and upsell potential. Based on these insights, it triggers targeted email campaigns: retention offers for high-risk customers, upsell suggestions for engaged users, and re-engagement messages for inactive clients, all personalized with HTML email templates. The process includes fetches from Stripe to retrieve customer details, ensuring accurate targeting, and uses condition nodes to route customers appropriately. This workflow is ideal for SaaS businesses aiming to increase customer retention, maximize revenue, and personalize outreach efforts automatically.