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See the work before you buy it.

What each lane hands over, on made-up companies. Yours looks the same, built from your own data.

1 · See it

Know which renewals you'll lose, and why.

Day 14 of a Retention Rundown: every renewal at risk, ranked, with the reason, the next step and an owner.

Renewals at risk, next 90 daysSample: Fernhill Analytics, a made-up company

$1.37M

at risk across 23 of the 281 renewals due in the next 90 days

  1. Halden Freightrenews in 48 days

    Champion left six weeks ago. Usage down 38%.

    Next: Executive sponsor call this week

    $214K

  2. Marlow Dental Grouprenews in 67 days

    Year one, no admin trained: the pattern behind last year's losses.

    Next: Train an admin before the renewal call

    $186K

  3. Quarrystone Labsrenews in 62 days

    Two escalations open for more than 30 days.

    Next: Close both before the renewal call

    $162K

  4. Tidewell Logisticsrenews in 22 days

    Asked for a price review after this year's uplift.

    Next: Offer two years at today's price

    $121K

  5. Ostara Learningrenews in 40 days

    41 of 120 seats in use.

    Next: Right-size the seats, keep the logo

    $98K

  6. Pinecrest Property Co.renews in 57 days

    No business review in nine months.

    Next: Book a review with the renewal on the agenda

    $77K

Finding: 6 accounts hold $858K of the $1.37M. Each one now has an owner and a next step.

2 · Recover it

Get back the revenue slipping through renewals.

Day 5 of a Coverage Check: paying customers whose renewal the CRM can't see, priced by cause.

Renewals your CRM can't seeSample: Acme Cloud, a made-up company

$1.56M

in paying subscriptions with a renewal gap, across 27 accounts

  1. Untracked renewals14 accounts

    $832K

  2. Lapsed with no renewal3 accounts

    $346K

  3. Renewal dated wrong6 accounts

    $275K

  4. Billing customer not in the CRM4 accounts

    $112K

Finding: 14 accounts were paying with no renewal in the CRM at all, so nobody was working them.

3 · Fix it

Clean data, renewals worked the same way, and AI your team uses.

First the field audit that shows what's missing, then the plays that keep every renewal worked, then the AI brief waiting before every renewal call.

Field audit: Account and Opportunity objectsSample: Fernhill Analytics, a made-up company
FieldIn the CRMFilled in
Customer start dateYes64%
Churn reasonYes22%
Renewal dateYes81%
Contract termMissingn/a
CSM owner historyMissingn/a
Segment and tierYes93%

Finding: churn reason is filled on 22% of lost accounts, and most entries say “Other”. Nobody can report why customers leave.

A renewal play, built into SalesforceExample. Yours is built around your motion.
  1. Day −120Owner confirmed, usage and tickets reviewed, risk noted
  2. Day −90Executive check-in and value recap
  3. Day −75Commercial terms prepared
  4. Day −60Proposal sent, forecast setForecast gate
  5. Day −30Objections and approvals worked
  6. Day −15Signed, or a named plan for the gap
Renewal brief, drafted by the copilotSample: Fernhill Analytics, a made-up company

Halden Freight

$214K ARR · renews in 48 days

Pulled from: Salesforce · Product usage · Support tickets · Call notes

What changed
The champion left six weeks ago. Weekly active users are down 38% since. One ticket open about SSO setup.
Commercial
Three years a customer. Took a 6% uplift last renewal without pushback. No discount on file.
Risk call
High. Champion gone and usage falling: the strongest churn signal in last year’s losses.

Waiting for your approval

  • Task for the CSM

    Executive sponsor call this week. Due Friday.

  • Draft email

    To the new VP of Operations: an intro, the three results they got last year, and a 30-minute slot.

  • Talking points

    Usage drop by team, the SSO fix date, and what renewal at today's price looks like.

4 · Run it

Someone senior keeps it running, every month.

Every month: the trend, what moved and why, and the renewals to work next.

Monthly retention report, OctoberSample: Fernhill Analytics, a made-up company

89.6%

GRR, trailing 12 months. Up 0.7 points since May.

  1. May
  2. Jun
  3. Jul
  4. Aug
  5. Sep
  6. Oct

What moved

  • Marlow Dental Group renewed after admin training+$186K
  • Tidewell Logistics signed two years at today's price+$121K
  • Pinecrest Property Co. churned: no review in nine months−$77K

Next month: 19 renewals at risk, down from 23. Each has an owner and a date.

Every lane

It all lands in your own workspace.

Send files
Upload exports straight into your workspace, up to 50 MB a file. No attachments, no shared drives.
Get the work
Every deliverable, Friday update and set of meeting notes lands there and stays there.
Know what's next
The current phase, the next step and its date, on the first screen.
Bring your team
Invite the people who should see it. Sign-in is an email link or a six-digit code, with no passwords.
Your private workspaceSample: a made-up company

Retention Rundown

On track

Day 6 of 14 · Next: Friday's written update

Files you sent

  • crm-accounts.csv2.1 MB
  • renewals-2024-2026.csv840 KB
  • support-tickets.csv3.4 MB
  • usage-by-month.xlsx1.2 MB

From SweetStrat

  • Export checklistPDF
  • Definitions sheet, draftPDF

Want this on your accounts?

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