Name: Renewal Health Scanner
Author: Michael Ewing

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Michael Ewing

Connects to your HubSpot and scores up to 50 deals across 5 weighted dimensions -- deal velocity, engagement recency, stakeholder depth, commercial signals, and custom properties. Each deal gets a 0-10 health score, behavioral archetype (Power User through Disconnected), specific risk signals, and a prioritized action. Portfolio summary with ARR at risk included. Emailed as a formatted report.

Renewal Health Scanner

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Every open renewal deal in your {{selected_pipeline}} pipeline gets a 0-10 health score calculated across 5 weighted dimensions: deal velocity, engagement recency, stakeholder depth, commercial signals, and custom properties. Scores update each run so you can track trends over time and catch deterioration before it becomes a fire drill.

Composite Health Scoring

Each deal is classified into one of five behavioral archetypes -- Power User, Engaged, Passive, At-Risk, or Disconnected -- based on its signal pattern. Archetypes give your team a shared language for account health and drive calibrated strategies across every other Renewal Intelligence agent.

Behavioral Archetype Classification

A single-view summary shows total ARR at risk, score distribution across your portfolio, and trend indicators highlighting accounts moving in the wrong direction. Built for the weekly leadership review -- forward it directly to your VP or CRO.

Portfolio Risk Summary

Deals are ranked by revenue impact with a specific next step for each one -- not generic advice, but actions referencing real deal data like days to close, missing contacts, and engagement gaps. Start at the top of the list and work down.

Renewal Health Scanner

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