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Renewal & Upsell Advisor

The Renewal & Upsell Advisor agent continuously monitors customer contracts, usage patterns, and sentiment signals to predict renewal risk and identify upsell opportunities. It recommends specific plays, outreach cadences, and tailored value messaging for each account. This proactive approach protects ARR and identifies expansion revenue opportunities early.

The Problem

  • •Renewal risk goes undetected until it's too late
  • •Upsell opportunities are missed
  • •No systematic approach to renewal management
  • •Lack of visibility into usage and sentiment

Benefits

  • •Predicts renewal risk with high accuracy
  • •Identifies upsell opportunities early
  • •Recommends tailored renewal and expansion plays
  • •Protects ARR and increases expansion revenue
Trigger
1

Contract renewal window approaching or usage threshold reached

2

Gather contract details, usage patterns, and customer sentiment data

3

Enrich with product adoption metrics and expansion signals

4

Analyze renewal risk and upsell potential using predictive models

5

Evaluate account health and recommend renewal or expansion plays

6

Generate tailored outreach cadence and value messaging recommendations

7

Deliver renewal playbook with next actions and talking points

How It Works?

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