Weekly account meeting

Renewal risk review

Decision pending

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 change

Primary champion left last month

Evidence gap

Procurement timeline is missing

Evidence

Review inputs

  • OK

    Usage dropped 28 percent over the last two reporting periods.

  • OK

    Primary champion left the account last month.

  • !

    Procurement timeline is missing before escalation.


Context

Renewal policy

Executive escalation is appropriate when sponsor risk and renewal timing are clear; missing procurement dates should be resolved before committing a save plan.

Decision path

Choose the next path

Handoff

Customer success manager

Champion changed and usage dropped, but procurement timing is missing