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TestMu AI

Customer case study

TestMu AI × RetainSure

How a lean account-management team defended revenue, expanded more accounts, and took on a bigger book - powered by accurate predictions and agents that act on them.

+24%increase in ARR per AM (ARR under management)20 hours saved per AM per week
−29%reduction in dollar churn from previous periodAccurate churn predictions, automated into agent actions
4.6×upsell hit-rateFlagged accounts convert 4.6× more than non-flagged

About TestMu AI

TestMu AI (Formerly LambdaTest) is a full-stack agentic AI Quality Engineering platform that empowers teams to test intelligently and ship faster. Engineered for scale, it offers end-to-end AI agents to plan, author, execute, and analyze software quality. AI-native by design, the platform enables testing of web, mobile, and enterprise applications at any scale across real devices, real browsers, and custom real-world environments.

TL;DR

Three initiatives the account-management team wanted to drive with RetainSure.

ChallengeWhat RetainSure didImpact
ChallengeTime-bandwidth crunchSizing up an account and building QBRs meant hours of manual work across disconnected tools.What RetainSure didAutomated account analysisA single prompt pulls usage, support and history into an account view, and generates the QBR — the busywork is gone.Impact~20 hrs/AM/week back → +24% ARR per AM
ChallengeChurnAt-risk accounts surfaced too late, and it was hard to know which ones to save, and why.What RetainSure didAccurate churn predictions + agentsPredictions trained on each customer’s full history tell AMs exactly which account to act on — and agents take the first action.ImpactDollar churn down 29% from the previous period
ChallengeIncrease expansion revenueUpsell moments were being missed; AMs lacked a reliable read on who was ready to grow.What RetainSure didAccurate upsell predictions + agentsThe model flags accounts ready to expand and why; an agent drafts the first upsell plan and outreach.Impact4.6× higher upsell hit-rate

Solving for Retention

Retention was something the team wanted to crack like magicians.

The problem

For a business with revenue spread across thousands of accounts, quiet churn is the thing that keeps a AM team up at night - and it was the outcome TestMu’s team most wanted to move. The hard part was spotting churn even before the customer had made up their mind - knowing which accounts were slipping, and understanding the real pain point behind it, in time to help the customer get value and adopt the product more deeply. Doing that by hand, across a large book, simply didn’t scale.

What RetainSure did

We built a churn-prediction model trained on the full picture of each customer - email exchanges, support tickets, product usage, and meeting summaries - rather than any single signal. The predictions were accurate enough that an AM knew exactly which account to go after, and for what reason. We then put agents on top of those predictions: instead of leaving the next step to a stretched AM, agents began taking action on their behalf and drafting the outreach - so the AM can review and approve and right intervention reached the right customer at the right moment.

The impact

AMs stopped reacting to churn and started getting ahead of it - reaching at-risk customers early, with the context to actually help them, and with the first draft already written. The revenue that mattered stayed on the books, and net retention improved – churn reduced by 29% in 6 months alone from the previous 6 months period.

Growing revenue through upsell

Point AMs at the right accounts, and hand them the play.

The problem

Expansion revenue was being left on the table. AMs didn’t have a reliable way to see which accounts were genuinely ready to grow - or what to pitch them - so the moment often passed unnoticed. Finding the upsell meant manually digging through usage for every account, which few had time to do.

What RetainSure did

Accurate upsell predictions surfaced the accounts with real expansion potential and the reason why - hitting concurrency limits, climbing usage, deepening KaneAI adoption, business changes and a lot more. And, as with churn, we put an agent on top: it produces the first version of the upsell plan and drafts the outreach, so the AM starts from a ready-to-refine play instead of a blank page.

The impact

The targeting worked. Accounts RetainSure flagged for upsell converted at 4.6× the rate of accounts it didn’t flag - the signal told AMs exactly where to spend their expansion energy, and nearly all of the period’s expansion came off that list.

Solving the time-bandwidth crunch

Give AMs their week back - and they cover a bigger book.

The problem

To understand a single account - is it healthy, at risk, ready to grow? - an AM had to stitch together product-usage data, support tickets and account history across separate tools, then turn it into a QBR by hand. A usage review took ~20 minutes an account; a QBR deck took hours. Repeated across a large book, that is a near-full-time job of preparation - every hour of which is an hour not spent with a customer.

What RetainSure did

RetainSure automated the two heaviest lifts: account analysis and QBR creation. A single prompt in the copilot pulls usage, support and health into a complete account overview in minutes, and turns a three-hour QBR into a fifteen-minute one. Agents handle the recurring monitoring and first drafts, so the analysis is waiting for the AM rather than being built by them.

The impact

That gave each AM back roughly 20 hours a week — about half their time — redirected from spreadsheets to customers. And the freed capacity showed up on the top line: over the RetainSure era the same count of AMs showed a 24% increase in ARR under management per AM, with no additional headcount. Time saved became capacity, and capacity became revenue coverage.

Ready to put your agents to work?

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.