Use Case 1
Churn & Expansion Scan
Trigger: Post-sale account review or renewal cycle
1.Pull closed-won opportunities, workstreams, accounts, and products
2.Detect churn signals across engagement and renewal timing
3.Surface expansion signals by fit and expressed need
4.Rank accounts by risk and upside
5.Recommend the priority action per account
6.Lead with retention risk
✓
Account teams see who's at risk and where growth sits, with retention prioritized.
Use Case 2
QBR & Renewal Prep
Trigger: An account needs a QBR or renewal push
1.Assemble QBR materials from CRM history
2.Frame around value delivered versus original goals
3.Flag churn risk internally for the team
4.Draft a renewal pitch led by grounded ROI proof points
5.Label estimates versus confirmed outcomes
✓
Renewal conversations are backed by the customer's own delivered outcomes, honestly framed.
Integrations
CRM (Salesforce, HubSpot)
Workstream & Delivery Data
Presentation (PowerPoint, Google Slides)
Product & Quote Data
Dashboards & Charts
Industries
all
See It In Action
A sample conversation with this agent
Which of my customers are at churn risk?
Analyzing closed-won accounts for churn signals—usage or engagement drops in the workstream data, a champion who went quiet, an approaching renewal with no activity, unresolved issues. Alongside risk I surface expansion signals: products their peers adopt, capacity nearing limits, needs mentioned in notes. Three accounts show real churn risk this quarter and two show strong expansion openings. I lead with the churn risks because retention compounds faster than new expansion.
Prep the QBR for the biggest at-risk account.
Building it from their CRM history: what they bought, what's been delivered, the outcomes achieved, open issues, and the renewal timeline. I assemble the QBR materials around the story that matters to them—value delivered versus their original goals—and flag the churn risk internally so your team walks in aware, not blindsided. The renewal pitch draft leads with ROI proof points from their own delivered work, not a generic value deck.
The ROI proof points—are those real or estimated?
I only use what's grounded in their delivered work and the CRM record; I don't manufacture an ROI number to make the renewal look better. Where a proof point is a customer-confirmed outcome, I present it as fact with the source. Where it's an estimate, I label it an estimate with the assumption shown. Inflating a proof point a customer can disprove in their own data is how you lose a renewal, not win it.