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Renewal draft & QBR prep
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Send executive alignment note (High Priority account)
When: Today — before end of business
Marked High Priority in Clients — one explicit ask, named owners, risks surfaced early.
Hi team — sharing the renewal draft and timeline for your review. Please flag blockers early so we can loop in legal if needed.
Thanks — we’ll review the renewal draft internally and revert by Thursday. One question on the uplift tier in section 3.
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Smart Hub Signals
5
High-Risk Accounts
Smart Hub
2
Renewals Upcoming
$241K ARR
4
Unread
Quarterly Business Review with Intercom. Dial-in link sent to all attendees.
Weekly active users fell from 320 to 192 over the last 14 days. This may indicate churn risk.
Usage dropped 40% in 14 days — highest risk signal this quarter.
Critical data export bug escalated. Engineering team assigned. ETA: 4 hours.
Contract expires on April 24, 2026. Current ARR: $85,000. Health score: Average.
3 new power users identified. Seat utilization at 94%. Upsell window is favorable.
Seat utilization at 94% with 3 new power users — strong expansion signal.
"The SSO issue is still present after the latest deploy. Client is frustrated."
Prepare Q2 business review deck for Salesforce account. Assigned to Ravi Kumar.
Key users haven't logged in for 21+ days. Champion contact last seen 3 weeks ago.
Champion inactive for 21 days — renewal at risk.
Respondent: Marcus Webb (CTO). Comment: "Support response times are too slow."
Model detected 5 risk signals: low logins, open support tickets, NPS below 5, missed QBR, reduced seat count.
5 simultaneous churn signals detected — urgent intervention needed.
Customer has completed all 8 onboarding steps. Ready to move to activation phase.
High-value account. Current NPS: 9. Champion is responsive. Renewal likely.