Customer success

Renewal risk review

Review the evidence, choose the next path, and send a clear renewal handoff.

Weekly account meeting ยท 3 accounts

Risk evidence

What is known before the account planning meeting.

  • Usage trendUsage dropped 28 percent over the last two reporting periods.
  • ChampionThe primary champion left the account last month.
  • Evidence gapThe procurement timeline is missing.

Renewal policy

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

Decision path

Choose one path for this account.

Save plan is disabled because the procurement date is still missing.