802 at-risk accounts messaged in one run

You carry hundreds of accounts. By the time you notice a subscriber has stopped using their credits, the renewal talk has become a winback.

Regional online marketplace · SG and HKBuilt in-house by our founder
802at-risk accounts messaged in one run
2,267active accounts checked
35%of the base needed action
In their shoes · Account managers with hundreds of accounts

Before and after.

In a credit-based subscription, customers who stop using what they paid for usually churn. Account managers carried hundreds of accounts each, so checking balances every week was not realistic, and quiet accounts were noticed too late.

  • Balances checked by hand, if at all
  • Quiet accounts slip through the cracks
  • Renewal calls turn into winback calls
How it works

What we built, step by step.

Step 1

Pull every active account

The system fetches all active and renewable accounts with their names, numbers and renewal dates.

Step 2

Match live balances

Each account is matched to its live credit balance, and anything under the alert threshold is flagged for a message.

Step 3

Test before the big send

A small test run checks message formatting and delivery before anything goes to the full list.

Step 4

Send a personal WhatsApp

Each at-risk account gets a calm, personal message with its own username, balance and renewal date. No pressure, no hard sell.

802at-risk accounts messaged in one run
2,267active accounts checked
35%of the base needed action
The full story

From busywork to running on its own.

The problem

In a credit-based subscription, customers who stop using what they paid for usually churn. Account managers carried hundreds of accounts each, so checking balances every week was not realistic, and quiet accounts were noticed too late.

What we built

We connected three sources that had never been joined: the account sheet, the live balance data and WhatsApp Business. The system pulls active accounts, looks up each current balance, and sends every account under the threshold a personal message with their username, balance and renewal date. A test run on 4 accounts checked the formatting before the full send.

What changed

802 at-risk accounts, 35% of the 2,267 in scope, got a timely personal message in a single run. Account managers got back the time they spent scanning sheets, and the same setup can watch any threshold, metric or market.

Built withn8nBigQueryGoogle SheetsWhatsApp Business

Built in-house by our founder, before or alongside Workchestra. Names and numbers in the screens are samples; the results are real.

Want this for your team?

A free 20-minute call with the founder. We will tell you honestly if it is worth automating.

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Case studies

Keep exploring the work.

18 case studies from real teams. Each one started with a team doing the same task by hand, every day.

Case study 01Workchestra client

More than 1,200 candidates are routed and traceable from first contact to orientation, with nothing retyped by hand.

Philippine manpower agencyRecruiters and the agency's management1,200+candidates routed and tracked
Case study 02Workchestra client

Management can compare any period, refreshed every hour, while the operations team keeps the same workbook.

Philippine manpower agencyManagement at a manpower agencyHourlyrefresh, fully unattended
Case study 03

Response time dropped from hours to under 60 seconds, with no manual data entry.

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Case study 04

Every thread, meeting and client session now has one source of truth.

US executive coaching firmA CEO and his executive assistant3ranked time slots per request
Case study 06

Research that took 20-30 minutes now finishes in under 2 minutes.

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Case study 07

Decisions take seconds because each card carries its own context, so anyone on the team can act.

US executive coaching firmThe CEO's team reviewing AI workHourlyAI runs reviewed in one place
Case study 08

3.04 TB and 36,118 files moved, preserving about seven years of client history in the firm's own storage.

US executive coaching firmA firm with years of session recordings3.04 TBmigrated end to end
Case study 09

Every lead gets an instant reply, at 2 PM or 2 AM.

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Case study 10

Nobody pulls report data by hand anymore, and the team saves 8-10 hours a week.

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Case study 11

The mastersheet updates itself, so nobody runs VLOOKUPs.

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Case study 12

Coaches get overviews the same day and can turn one into a client email draft with a single button, now rolled out to every coach.

US executive coaching firmCoaches following up after client sessions8kinds of AI mistakes checked
Case study 13

A spoken note becomes a review-ready draft in under 30 seconds.

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Case study 14

Both markets start the day with an enriched, cleaned lead list, and existing clients never reach sales.

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Case study 15

Every submission is classified within seconds, before the sales team opens the file.

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Case study 16

A 2-day, 4-person process became one click.

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Case study 17

Every request gets an answer within seconds and lands on the calendar, so nothing falls through the cracks.

Internal teamThe one builder everyone messages0requests left unacknowledged
Case study 18

The content team gets polished Google Docs drafts in both languages on schedule.

Regional online marketplaceA content team serving two markets2languages written at the same time