Renewal Workflow
Identify
2
Research
3
Engage
4
Negotiate
5
Close
Evergreen Innovations
Hi Anna 👋
Here's what needs your attention today. 2 high-value renewals due this week, 1 health risk to address.
Renewals This Week
5
2 high-value priority
Upsell Opportunities
8
High propensity
Engagement Trends
+35%
vs last month
MTD Commission
$6.2K
74% of Q2 quota
74%
Q2 Quota Attainment
$18,600 of $25,000 target · 14 days remaining · $6,400 to close
At risk
Based on your weekly renewal goals: here's what is top of mind today
High-Value Customer

Priority client Evergreen Innovations just viewed pricing for SecureVault Premium

Propensity Score Change

Vista Health's upgrade likelihood increased by 12%!

Smart Bundling Suggestion

Offer Hybrid Cloud Backup with the Pro Plan for cost savings at Atlas Health!

5 Renewals Due This Week

Stay ahead of your schedule with five upcoming renewals due this week

Security Concern Alert

Quantum Dynamics opened two security tickets. Pitch Advanced Threat Detection.

2 Upcoming Meetings

Renewal discussions with Vista Health and Pioneer Tech

New Customer Inquiry

Potential client Tech Innovators Ltd enquired about SecureVault Premium

Client Feedback

Positive NPS from Atlas Health. Ideal timing for renewal conversation.

Market Insights
Live market alerts
B2B renewals shifting toward short-term contracts.
Competitor intelligence
Compare pricing and renewal rates vs industry averages.
Compliance updates
GDPR, CCPA and Data privacy updates affecting renewals.
Renewal Pipeline
18 accounts · $342K ARR in motion
Identify4
Atlas Health
Healthcare
$22K ARR62%
Vertex Corp
Finance
$18K ARR55%
NovaTech Inc
Technology
$14K ARR58%
Meridian Group
Retail
$9K ARR42%
Engage5
Quantum Dynamics
Security
$35K ARR78%
Pioneer Tech
Technology
$28K ARR80%
Vista Health
Healthcare
$19K ARR75%
Crestwood Energy
Energy
$16K ARR71%
BlueWave Digital
Media
$12K ARR77%
Offer Sent3
Evergreen Innovations
Renewable Energy
Opened 3 mins ago
$40K ARR97%
Solaris Systems
Technology
$31K ARR88%
Cascade Partners
Finance
$24K ARR85%
Negotiating3
GlobalNet Corp
Telecom
$48K ARR91%
ArcLight Media
Media
$22K ARR87%
PeakView Labs
Healthcare
$17K ARR79%
Closed Won3
Summit Analytics
Analytics
$39K ARRWon
DataBridge Inc
Finance
$27K ARRWon
Ironclad Security
Security
$21K ARRWon
Customer Health Scores
Composite health across 5 dimensions, 12 active accounts
85
Evergreen Innovations
Renewable Energy · Gold Member
Healthy
Product adoption
Support load
Engagement
Financial risk
NPS sentiment
59
Quantum Dynamics
Security · Silver Member
At risk
Product adoption
Support load
Engagement
Financial risk
NPS sentiment
72
Pioneer Tech Solutions
Technology · Gold Member
Good
Product adoption
Support load
Engagement
Financial risk
NPS sentiment
54
Vista Health Services
Healthcare · Bronze
At risk
Product adoption
Support load
Engagement
Financial risk
NPS sentiment
Revenue Forecast
Q2 2025 · Updated 2 mins ago
ARR renewing this quarter
$342K
18 accounts
High confidence
$198K
58% of pipeline
Needs action
$98K
29% · 7 accounts
At risk of loss
$46K
13% · 3 accounts
Confidence breakdown
High (90%+)
$198K
Medium (60–89%)
$98K
Low (<60%)
$46K
AI predicts $214K–$231K will close this quarter based on propensity scores and historical patterns. Evergreen alone represents $40K.
Top 5 by ARR
GlobalNet Corp
Telecom · Negotiating
$48K
91%
Evergreen Innovations
Renewable · Offer sent
$40K
97%
Summit Analytics
Enterprise
$39K
Closed won
Quantum Dynamics
Security · Engage
$35K
78%
Pioneer Tech
Technology · Engage
$28K
80%
Actions needed
Quantum Dynamics: unresolved ticket
$35K at risk · Pitch Advanced Threat Detection
Vista Health: 65% licence utilisation
$19K · Optimise plan before renewal
Vertex Corp: champion changed
$18K · Re-establish relationship with CFO
GlobalNet: no response in 5 days
$48K · Schedule follow-up call
74%
Q2 quota
$6,200
MTD earned
$4,850
Pending in-flight
$6,400
To quota close
$18,600
Q2 projected total
Q2 quota target
$25,000
Renews July 1
Best offer if Evergreen accepts
+$2,800
17% commission rate
Commission rate avg (Q2)
15.2%
+1.4% vs Q1
Commission by account
Playbook Library
AI-suggested automation sequences for renewal and upsell workflows
90-day pre-renewal outreach
Automated touchpoint sequence starting 90 days before renewal. Health check, pricing review, and executive engagement.
7 steps · Email + call + LinkedIn
Active: 4 accounts
Security upsell: breach-affected
For accounts with recent security tickets or incidents. Positions Advanced Threat Protection as a proactive risk mitigation investment.
5 steps · Email + call
Inactive
Team expansion licence upsell
Triggered when a customer adds 10+ employees. Automatically surfaces additional licence options and bundles with current plan.
4 steps · Email + in-app
Inactive
Storage capacity upgrade
Activates when storage usage exceeds 80% of allocation. Suggests Pro or Premium upgrade before the customer hits the wall.
3 steps · In-app + email
Active: 2 accounts
New champion onboarding
When a contact change is detected at a key account, this sequence re-establishes the relationship with the new stakeholder.
6 steps · LinkedIn + email + call
Inactive
QBR and success plan
Quarterly business review prep and delivery sequence. AI generates a custom success plan with ROI metrics and next-quarter goals.
8 steps · Deck + email + meeting
Active: 7 accounts
Post-Call Intelligence
AI-generated debrief · Nicholas Miles · Today 9:08 am · 14 mins
Buyer sentiment
Positive overall
78
/ 100
Sentiment score
Positive signals detected
Strong interest in Premium · Budget discussion positive · Asked about timeline
Nicholas showed high intent, and asked about onboarding timelines and introduced Sarah Chen (CFO) by name. Forwarding the offer to her is a strong buying signal. Confident
Key discussion points
Storage capacity confirmed critical: Nicholas confirmed storage is hitting limits during peak seasons, validating the Premium Plus upgrade.
Southeast Asia expansion confirmed: Q3 2025, 3 new regional offices. Compliance requirements in Singapore and Malaysia discussed.
Pricing sensitivity raised: Nicholas mentioned $16,500 is a stretch but the phased pricing model resolved the objection. CFO approval needed.
Security compliance priority: Advanced encryption and MFA called out specifically as requirements for new markets. CyberShield Elite resonated strongly.
Objections raised
"The upfront cost is high"
Resolved with phased pricing model
"Need CFO sign-off"
Action required: prepare CFO deck
AI-suggested next steps
Prepare CFO summary deck
Due: 2 days · Financial ROI focus
Send follow-up email to Nicholas
Today · Recap + next steps
Schedule call with Nicholas + Sarah (CFO)
This week · Include CFO in next call
CRM updates applied
Auto-updated
Stage updated to Negotiating
Next action set: CFO deck due in 2 days
New contact added: Sarah Chen, CFO
Generating Client Canvas
Pulling CRM data, engagement signals and AI insights for Evergreen Innovations
CRM dataEngagementAI scoringNarratives
Evergreen Innovations
Gold MemberRenewable EnergySince 2015
Point of Contact
Nicholas Miles
CTO
Available 9:00–9:15 am
Suggested window
Current Contract
SecureVault Essentials
Exp. 07/01/2025
Renewal Likelihood
90%i
AI-calculated probability based on 3-month engagement, usage and support history.
Propensity to Upgrade
95%
+10% this month
Health Score
85/100
Yearly Spend
$25K
Projected Renewal
$40K
Plan Utilisation
94%
3 features unused
Smart Insights

Based on storage trends (+40% YoY) and team expansion, Evergreen Innovations has a strong renewal and upgrade propensity. Recent engagement indicates a need for advanced cyber security and governance solutions. Ideal candidate for a Premium upgrade with bundled security and storage optimisation.

CRM SystemEngagement logsAI predictive modelsIndustry dataLinkedIn & social media
Confident
Stakeholder Map
NM
Nicholas MilesHot
Engagement level, based on recent activity and responsiveness.
CTO · ChampionLast contact: Today
SC
Sarah ChenWarm
Engagement level, based on recent activity and responsiveness.
CFO · Economic buyerFirst contact
RP
Raj Patel teamWarm
Engagement level, based on recent activity and responsiveness.
Engineering · End users (12)94% usage
Engagement Feed8 events
Viewed SecureVault Premium pricing
Today · 10:42 am
20 new employees added
Yesterday · Team expansion · Bundle opportunity
Storage usage hit 85% capacity
3 days ago · Usage alert
Support ticket: security compliance
5 days ago · Ticket #4821
4 more events this month
Next Steps
Auto-generate a renewal proposal based on AI insights
Apply a loyalty-based discount (Gold Member) to incentivize early renewal
Send a pre-drafted customer email or schedule a call
Recommended Plans
AI Generated Offer valid until May 1, 2025
Based on 94% storage utilisation, team expansion signals and security ticket history, Premium Plus maximises renewal probability and commission. Propensity to accept: 97%.
Top pick · Highest commission
SecureVault Premium Plus
Advanced storage + security + governance · Step-up pricing 6 months
500GB storage Advanced threat Compliance pack 24/7 support
$16,500/yr
$2,800
Commission (17%)
97% propensity
SecureVault Pro Plus
Commitment storage · Pay-as-you-go above 90% threshold
250GB storage Pro security SLA 99.9%
$14,500/yr
$2,175
Commission (15%)
93% propensity
SecureVault Essentials Current plan
Renewal of existing plan at same tier
100GB storage Standard security
$11,000/yr
$1,100
Commission (10%)
85% propensity
Commission comparison +$1,700 vs renewal
Premium Plus
$2,800
Pro Plus
$2,175
Essentials
$1,100
Want different options? Ask AI to regenerate with custom parameters.
All Opportunities
12 active renewal and upsell opportunities
Evergreen Innovations
Renewable Energy · Business expansion, high storage
Renewal Due
02/03/2025
Propensity
90%
Recommended
Pioneer Tech Solutions
Technology · Team expansion and compliance incident
Renewal Due
02/03/2025
Propensity
80%
High Priority
Vista Health Services
Healthcare · Low licence utilisation
Renewal Due
02/03/2025
Propensity
75%
Monitor
Quantum Dynamics
Security · Unresolved tickets, at risk
Renewal Due
15/03/2025
Propensity
62%
At Risk
Atlas Health
Healthcare · Storage upgrade opportunity
Renewal Due
20/03/2025
Propensity
85%
Upsell Ready
GlobalNet Corp
Telecom · Negotiating, high propensity
Renewal Due
28/03/2025
Propensity
91%
Recommended
Summit Analytics
Enterprise · Closed won, commission pending
Renewal Due
01/04/2025
Propensity
97%
Closed Won
Vertex Corp
Finance · Champion changed, re-engage needed
Renewal Due
05/04/2025
Propensity
55%
Re-engage
Settings & Preferences
Appearance
Display density
Comfy for review, Compact for high-volume work
AI Agent
Persistent agent memory
Remember preferences and account context across sessions
Persona-aware responses
AI adapts tone and detail for your role and preferred style
Show sentiment indicators
Display confidence and tone badges on AI-generated narratives
Auto-update CRM after calls
Post-call debrief automatically patches CRM fields and adds notes
Notifications
Offer opened alert
Notify me when a client opens a sent offer
Health score decline alert
Alert when any account drops more than 15 points
Renewal expiry reminders
Remind at 90, 60, 30 and 14 days before expiry