Renewal Risk Sweep
Find the renewals most likely to quietly die and produce a cause-based save plan for each one. Use when a user asks "which renewals are at risk", "who might churn this quarter", "run a renewal risk sweep", "is <account> going to renew", or when preparing a renewal forecast or QBR. Diagnoses WHY each account is drifting (champion change, value gap, silent usage decline, billing friction, unresolved escalation, ghost account) and outputs a prioritized save plan per account with draft outreach ready for human approval. Not for rescuing a stalled new-business deal (that is pipeline work, not retention) and not for win-back after a customer has already churned.
Sample result
Run live demo
Renewal risk matrix and save plans| Account | ARR / Expiration | Risk Status | Primary Cause & Diagnostic Evidence | |
|---|---|---|---|---|
| 1 | Cedar Freight | $145,000 / Nov 14 | 🔴 RED | Champion change: Kaito Voss promoted to VP; no facilities lead assigned to contract |
| 2 | Apex Interiors Group | $210,000 / Nov 28 | 🔴 RED | Silent usage decline: Workspace layout planner active sessions dropped 64% in 60 days |
| 3 | Vanguard Workspace Solutions | $92,000 / Dec 02 | 🟡 AMBER | Value gap: License adoption solid but no executive QBR held since February |
| 4 | Solari Office Logistics | $68,000 / Dec 19 | 🟢 GREEN | Healthy account: 32 active seats across 3 sites; renewal confirmed verbally |
Example run
“Run a renewal risk sweep for our Q4 commercial workspace accounts renewing in the next 90 days. Check Cedar Freight and our other key contracts.”
Retrieved 4 contracts totaling $515,000 ARR expiring between Nov 14 and Dec 19.
Detected Kaito Voss's promotion at Cedar Freight with no current facilities contact, 64% usage drop at Apex Interiors, and unheld QBR at Vanguard Workspace.
Generated Q4 Renewal Risk Audit Matrix (2 RED, 1 AMBER, 1 GREEN) and drafted executive re-engagement email for Cedar Freight.
Q4 Renewal Risk Audit & Save Play Matrix
More in Customer Retention
- Sample resultAudit account health before renewal
Audit Domain Status Key Evidence Use-Case Fit At Risk Visitor-ID workflow stagnant with 0 executions in last 12 days Lead Scoring Failed 14 of 32 ICP-qualified accounts tagged in CRM (56% tag drop rate) Alerting Coverage Warning Top-tier intent alerts route to unmonitored channel; no draft outreach Messaging Architecture Critical Voice layer unconfigured; 0 saved message examples across active reps User Adoption Declining Monthly active users down 35%; primary champion login quiet for 14 days Use this skill when you need an on-demand health check of a trial or customer account before a renewal conversation, when adoption looks shaky, or when a champion goes quiet. It audits use-case fit, lead scoring, alerting, messaging, and user adoption from real data, then produces an evidence-only report with concrete interventions. Do not use for a general account plan or a pipeline-wide audit.
- Sample resultDraft CSM onboarding brief
Evaluation Criterion Risk Level Finding & Source Evidence Contracted vs Verbal Scope 🔴 High Risk Demo promised NetSuite sync in 14 days; signed SOW Section 2 explicitly limits scope to Snowflake. Success Criteria Defined 🟡 Medium Risk Leilani Novak wants executive reporting live by Q3, but quantitative SLA benchmarks remain unstated. Buying Committee Alignment 🟢 Low Risk Leilani Novak (VP Analytics) and CDO fully engaged; champion is primary end-user administrator. Discount & Commercial Terms 🟢 Low Risk Standard 10% annual commitment discount applied; payment terms standard net-30. Turn a closed-won HubSpot deal into the onboarding brief the CSM actually needs: contracted and implied commitments, buying committee map, buyer pain and success criteria, handoff risk with reasons, and a concrete 30-day plan. Use when a deal closes, onboarding or kickoff is being prepared, someone asks what was actually sold, or a sales-to-CS handoff needs reconstruction. If run without a deal or account, start by finding the 3 most recently closed-won deals and ask which one to process. HubSpot only. Do not use for Salesforce or other CRMs, generic deal reviews, or post-sale work without a closed-won handoff context.
- Sample resultRank accounts by renewal risk
Account ACV & Renewal 4-Axis Risk Score & Tier Cedar Freight $85,000 · 48 days Red (E:2, H:1, A:unavail, C:2) Kinetix Workspaces $120,000 · 62 days Yellow (E:2, H:3, A:2, C:1) Crestview Interiors $64,000 · 81 days Green (E:3, H:3, A:3, C:3) Run a weekly or ad hoc 90-day renewal-risk sweep in HubSpot, tier every renewal by engagement, health, adoption, and commercial risk, show the reasons behind every score and tier, sort by ARR at risk, draft the specific play and outreach, and roll up the weighted forecast. Use when asked “which renewals are at risk?”, “run the weekly retention sweep”, “what is at risk for renewal?”, or for churn risk, NRR, retention forecasting, renewal prep, QBR or board retention prep. Do not use for general pipeline hygiene or non-HubSpot CRM workflows.
