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Mailmodo

Customer case study

How Mailmodo turned weekly AI account scoring into expansion revenue

A lean customer success team used weekly AI account scoring to find the accounts that were genuinely ready to grow, and brought one in five at risk accounts back to healthy.

2.5xmore likely to grow revenueUpsell flagged accounts against the rest of the book
~40%median revenue increaseAmong flagged accounts that grew, measured from the flag date
1 in 5at risk accounts recoveredReturned to healthy within a quarter of being flagged

About Mailmodo

Mailmodo is an AI powered email marketing platform best known for interactive AMP emails that let recipients complete actions such as surveys, bookings and carts without leaving the inbox. Operating from San Francisco and Bangalore, Mailmodo serves SMB and mid market customers across SaaS, fintech, ecommerce and edtech.

TL;DR

Mailmodo runs two motions on the same weekly scoring engine: find the accounts ready to grow, and catch the ones starting to slip.

ChallengeWhat RetainSure didImpact
ChallengeExpansionExpansion effort spread evenly across a long tail book, with no reliable way to identify which accounts were ready to grow.What RetainSure didWeekly upsell scoringWeekly AI scoring assigns every account an upsell direction, with the supporting usage, billing and conversation evidence attached. An agent automatically drafts the first outreach email, personalized to each customer.Impact2.5x more likely to grow revenue, with about a 40% median increase among those that did.
ChallengeRetentionChurn surfaced only once the customer had already decided, leaving no runway to intervene.What RetainSure didWeekly risk scoringWeekly risk scoring with dated evidence, re-scored each week so recovery is measurable rather than assumed. An agent automatically drafts the first outreach email, personalized to each customer.Impact1 in 5 at risk accounts recovered to healthy within a quarter.

Expansion: finding the accounts that will actually grow

Upsell signals that convert into revenue, not just another list.

The problem

A small customer success team covers a long tail of SMB and mid market accounts. Expansion conversations were prioritised on intuition and on whoever had been in touch most recently. With no reliable way to tell which accounts were genuinely ready to buy more, effort spread evenly across the book, and the accounts with real headroom got no more attention than the rest.

What RetainSure did

RetainSure scores every active account every week, combining billing history, product usage and customer conversations into a single direction for each account: churn, neutral, or upsell. Upsell flagged accounts arrive with the evidence already attached, including the usage trend, the plan limit warning and the billing event that triggered the signal.

In mid 2026 the scoring engine moved to an LLM, and every score now ships with a written, dated rationale the team can act on directly.

The impact

Across January to September 2026, accounts RetainSure flagged for upsell were 2.5x more likely to actually grow revenue than accounts it did not flag. The effect holds in every account size band and is statistically significant. Among flagged accounts that did grow, the median increase was about 40%, measured from the date the flag was raised.

2.5xMore likely to grow revenue than accounts RetainSure did not flag, January to September 2026.
~40%Median revenue increase among flagged accounts that grew, measured from the flag date.

Retention: catching risk early enough to act on it

One in five at risk accounts brought back to healthy.

The problem

Churn tended to surface only after the customer had already decided. The warning signs sat in three different places: a support thread turning into frustration, sending volume quietly collapsing, an invoice going unpaid. By the time an account looked obviously at risk, there was rarely enough runway left to change the outcome.

What RetainSure did

The same weekly scoring assigns every account a risk direction and a confidence level, with dated, specific supporting evidence drawn from usage, billing and conversations. The team works the flagged list and opens a conversation.

Because RetainSure re-scores every account the following week, recovery is visible rather than assumed. An account moving out of the risk direction is an observable event, not a judgement call.

The impact

Of the accounts RetainSure flagged at risk, about one in five returned to healthy within a quarter, moving out of the risk direction on a later scoring run. Roughly 85% were still customers three months after being flagged.

85%Of accounts flagged at risk were still customers three months after the flag was raised.

If expansion by intuition sounds familiar

You already have accounts with real headroom. The problem is knowing which ones, this week.

Frequently asked

Frequently asked questions about RetainSure

The questions teams ask before they run their own pilot.

How accurate are RetainSure's churn and upsell predictions?
RetainSure's predictions are 1.5 to 2 times more accurate than traditional health scores. The models learn from your historical churn and expansion data, factoring in sentiment across communication channels, behaviour patterns, product usage, and industry or regional context to deliver highly personalised insights.
How long does it take to set up RetainSure?
Most customers are up and running within 48 hours. The integration process is simple, and since insights are powered by AI, there is minimal setup required after connecting your data sources. Six clicks across CRM, billing, product analytics, and support, and you are live.
What integrations does RetainSure support?
RetainSure currently integrates with HubSpot, Salesforce, Metabase, Amplitude, Mixpanel, Chargebee, and Stripe. We also build new integrations on request, typically within 7 days. BigQuery and custom sources are also supported via API.
How is this different from a CSP like Gainsight or ChurnZero?
CSPs are dashboards your team has to operate. RetainSure operates itself. We watch every account, write the QBRs, draft the renewal emails. Your CSMs review and ship. The distinction is not a feature difference, it is a different assumption about who does the work.
Is my customer data secure with RetainSure?
Absolutely. RetainSure is SOC 2 Type II compliant and GDPR ready. Data is stored on AWS Ireland by default. We use enterprise-grade encryption, regular security audits, and follow industry best practices. Your customer data is never used to train any third-party model. Our AI trains on your data to only service your account. We do not let larger closed-source models train on your data as well as your data is not used to train any other customers' model.
Will the AI hallucinate about my customers?
Every claim cites the source row, ticket, or event that generated it. If we cannot ground a statement in your actual data, we do not make it. We built the system this way because the cost of a wrong claim in a customer-facing document is too high to accept.
What kind of support do you provide?
We provide comprehensive onboarding, dedicated customer success managers, 24/7 technical support, regular training sessions, and a dedicated Slack channel for swift communication. Our team is committed to ensuring you get maximum value from RetainSure.