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AI agent for chief sales officers

Rep Attrition Risk Agent

Watch for attrition risk patterns across reps, propose a conversation and track the outcome

Risk managementMonitoringSalesManagementExecutives and strategy
See how it worksGet access
Rep Attrition Risk Agent: what goes in, what the agent does and what you get

What it does

Top reps often leave without warning. Each month the agent reads pipeline trends, activity, attainment against quota and engagement data for each rep. It compares each rep's current pattern with their own history and with the pattern seen before past departures, such as falling activity, a shrinking pipeline and fewer team interactions. It flags a pattern and proposes a conversation, with questions to ask and support to offer. After the conversation, it tracks how the pattern changes. It does not make decisions about the person. The CSO decides on any action. Edge case: a rep's activity dropped because of approved leave, so the agent clears the flag.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Monthly review 2 USES A TOOL Pull pipeline, activity, attainment and engagementdata 3 DOES Compare each rep with their own baseline 4 DOES Flag risk patterns that match past departures 5 CHECKS THE RESULT Is there a known reason such as leave or rolechange? If not: Check calendar and notes and remove explainedflags. Back to step 2. 6 DOES Draft a conversation plan with questions and supportoptions 7 YOU APPROVE CSO approves who is contacted and how 8 USES A TOOL Track the pattern for 60 days after the conversation 9 CHECKS THE RESULT Has the pattern returned toward baseline? If not: Update the plan and flag for a secondconversation. Back to step 4. 10 DOES Log what helped 11 RESULT Retention report with outcomes
Read the steps as a list
  1. Monthly review
  2. Pull pipeline, activity, attainment and engagement data
  3. Compare each rep with their own baseline
  4. Flag risk patterns that match past departures
  5. Is there a known reason such as leave or role change?If not: Check calendar and notes and remove explained flags. Back to step 2.
  6. Draft a conversation plan with questions and support options
  7. CSO approves who is contacted and howThe agent waits here for your OK.
  8. Track the pattern for 60 days after the conversation
  9. Has the pattern returned toward baseline?If not: Update the plan and flag for a second conversation. Back to step 4.
  10. Log what helped
  11. Retention report with outcomes

How it decides

Risk is a pattern of changes against the rep's own history; the agent proposes a conversation, never an action about the person.

  • Flag a drop in activity of 30% against the rep's 6-month baseline
  • Require two signals before a flag
  • Clear flags with a known reason
  • Never rank people by risk to anyone but the CSO

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Signals used
  • Baseline period (default 6 months)
  • Drop threshold (default 30%)
  • Who sees reports

What keeps you in control

It always asks you first

  • CSO approves every conversation plan
  • CSO decides any action about a person

Hard limits

  • Never take action against a person
  • Report only to the CSO and keep data confidential

It stops when

  • Done: flagged reps have a conversation and follow-up
  • Stop: a rep asks for no monitoring under local rules

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA top rep's activity fell 38% and pipeline fell by a third over 8 weeks. The agent checked the leave calendar and found 3 weeks of approved vacation, so it removed the activity signal. The pipeline signal remained. It drafted a conversation plan, and the CSO met the rep. Two months later, the pipeline was recovering.

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