Renewal prep: an AI agent that builds the renewal brief 90 days before each renewal
Renewal prep builds a brief for every renewal 90 days before the date. It shows how the customer has used the product, what value they've seen, who the stakeholders are now, what's at risk and what to propose. The account owner gets a plan with time left to act on it.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- 90 days before each renewal, with updates at 60 and 30 days.
- Works in
- Your CRM, billing system, product usage data, support desk and email.
- Waits for a person
- Anything sent to the customer. The brief goes to your team.
- How you know it works
- Renewals with a brief at 90 days, gross and net revenue retention, and late surprises.
What it does
- Finds every renewal due in the next 90 days from your CRM or billing system.
- Pulls usage trends, support history, health and the goals the customer set at the start.
- Checks who the stakeholders are now and flags anyone who has left.
- Spots risks, such as falling usage or a new decision maker, and openings, such as teams asking for more seats.
- Writes a one-page brief with a recommended plan, and updates it at 60 and 30 days.
What it hands your team
Renewal brief: Fieldline, renews 15 January, $36,000
- Usage
- Up 18% on last year. Their ops team uses reporting every week.
- Stakeholders
- Your champion, Priya Shah, is still there. The VP Finance who signed last year has left.
- Risk
- The new VP Finance hasn't met you.
- Plan
- Book a value review with Priya and the new VP Finance in November, and propose adding their sales team.
Example output. The companies and people are made up.
Questions about the renewal prep agent
Why 90 days?
It gives the owner time to fix problems and build a case before the customer starts their own budget process. You can change the window to suit your contract sizes.
Does it work with multi-year contracts?
Yes. It runs ahead of each renewal date in your CRM or billing system, whatever the contract length.
Who gets the brief?
The account owner, with a copy to their manager for renewals above a size you choose.
More agents for customers
- Onboarding guideTracks each new customer's first 90 days and flags stalls.
- Health watchFlags accounts whose usage or sentiment is slipping.
- Expansion signalsSpots teams and use cases ready for more seats.
- QBR builderDrafts quarterly business reviews from account data.
- Win-backRevisits lost deals and past customers when their situation changes.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.