Automated Revenue Optimization Engine
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Leverage powerful automation to proactively identify and capitalize on revenue opportunities. This workflow analyzes customer data to predict churn, pinpoint upsell potential, and trigger targeted retention and growth campaigns.
About This Workflow
Unlock your business's full revenue potential with our sophisticated Automated Revenue Optimization Engine. This n8n workflow acts as your intelligent revenue assistant, working around the clock to ensure no opportunity is missed. It begins by scheduling a daily analysis to capture the latest customer data from your PostgreSQL database. The workflow then intelligently processes this data, calculating churn risk, identifying upsell candidates, and recommending specific actions based on your defined business logic and thresholds. For high-risk customers, it automatically fetches detailed customer information via API and initiates personalized retention campaigns via email, complete with exclusive offers. This proactive approach ensures you can effectively retain valuable customers and drive revenue growth.
Key Features
- Daily Automated Analysis: Runs a comprehensive revenue analysis every day at 6 AM.
- Predictive Churn Identification: Calculates a churn risk score for each customer based on usage, engagement, support, and payment history.
- Targeted Upsell Opportunities: Identifies customers ready for upsell based on engagement and usage patterns.
- Automated Retention Campaigns: Triggers personalized email campaigns with special offers for high-risk customers.
- Configurable Business Logic: Easily adjust churn thresholds, upsell triggers, and discount percentages.
How To Use
- Configure Schedule: Adjust the
Daily Revenue Analysisnode's cron expression to set your preferred daily analysis time. - Define Revenue Settings: Update the
Revenue Settingsnode to define yourchurnRiskThreshold,upsellThreshold, andretentionDiscountpercentages. - Connect to Data Source: Ensure the
Get Customer Analyticsnode is correctly configured to connect to your PostgreSQL database and query your customer data. - Review Code Logic: Examine the
Analyze Revenue Opportunitiesnode's JavaScript code to understand the churn and upsell calculation logic. Modify weights or add new factors as needed. - Set Up API Credentials: In the
Get Customer Detailsnode, configure your Stripe API credentials for accessing customer information. - Customize Email Campaigns: Modify the
Send Retention Campaignnode's Gmail template to personalize the message, subject line, and the discount offer details, including the expiry date. - Integrate Further Actions: Extend the workflow by adding nodes after the
Send Retention Campaignto log campaign sends, update CRM records, or notify sales teams.
Apps Used
Workflow JSON
{
"id": "4380bb42-1dd3-4ee8-af8a-a45a8b80b1e8",
"name": "Automated Revenue Optimization Engine",
"nodes": 13,
"category": "Marketing",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 4380bb42-1dd3...
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