Weekly account meeting

Renewal risk review

3 accounts need review

Selected request

AC-903 - Northstar Labs

Renewal risk review before the account planning meeting.

$84K ARR

Usage trend

Down 28% over the last two reporting periods

Champion

Primary champion left last month

Procurement timeline

Missing

Renewal amount

$84K ARR

Evidence

Review inputs

  • OK

    Usage dropped 28 percent over the last two reporting periods.

  • OK

    Primary champion left the account last month.

  • !

    Procurement timing is still unknown.


Context

Renewal policy

Escalate when sponsor risk and renewal timing are clear. Resolve the missing procurement date before committing to a save plan.

Decision path

Choose the next path

Handoff

Customer success manager

Champion changed and usage dropped, but procurement timing is missing.