Use case
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Renewals Manager
Renewal management with every risk called early
An AI agent for renewal management. It builds the renewal calendar, rates every renewal clean, watch, or at risk with the evidence behind it, and drafts outreach and commercial options well before the notice deadline.
The problem
Renewals slip because nobody looks until the last month. The contract end date lives in one place, the notice period in another, usage in a dashboard, and the champion who left is only known to the account manager. By the time a SaaS renewal shows up in the forecast as at risk, the notice deadline has passed and the only lever left is a discount. Spreadsheets track dates, not the evidence that a renewal is in trouble.
How the agent does it
Build the renewal calendar. For every renewal in the next 120 days, the agent records contract end date, notice deadline, auto-renew terms, current value, and owner.
Gather dated evidence. It collects usage trend, champion and sponsor status, review attendance, support escalations, payment history, and pricing or discount expiry.
Rate each renewal. It rates each one clean, watch, or at risk using the two or three signals that decide it, and names the failure mode for anything at risk.
Plan back from the date. It sets gates: owner and verdict by 120 days, a save motion by 90, any commercial change heard by 60, only paperwork in the last 30.
Draft outreach and options. It drafts renewal outreach and commercial options in order of scope, term, service, and price last, each priced from the contract and held for approval.
What you get
A renewal calendar with a readiness rating and owner for every renewal in the next 120 days
A dated evidence timeline and named failure mode for each at-risk renewal
A plan back from each renewal date with 60- and 30-day gates
Approval-ready outreach and commercial options priced from the contract
Proposed renewal stage, risk, or forecast updates for your CRM
Works with
HubSpot
Salesforce
Attio
Gmail
Outlook
Google Calendar
Outlook Calendar
Slack
Questions
What does good renewal management look like?
Every renewal has an owner and a verdict months before the notice deadline, risks are named with evidence, and commercial changes are raised by 60 days so the last 30 are paperwork. The agent runs that schedule weekly across every renewal due in the next 120 days.
Does it help with the renewal forecast?
Yes. Each renewal gets a clean, watch, or at-risk rating backed by dated signals, and the agent proposes renewal stage, risk, or forecast updates in your CRM. Those CRM changes wait for your approval.
Will it contact customers or offer discounts on its own?
No. Reading contracts and usage, rating renewals, and drafting need no approval. Any customer outreach, price, term, or scope offer, concession, or CRM change requires approval, and you set the concession limits and approvers.
How do I get started?
Connect your CRM and the channels where you manage customers, confirm where renewal dates, contract value, and notice terms live, and name a renewal owner per account. You start free with some free AI usage; after that, plans are $49/month and refundable within 7 days.
Hire this agent and see its first result today
Connect your tools, review what it prepares, and approve every change before it happens. Start free.