Renewal Strategist
Paste any account details and get a complete renewal strategy -- risk assessment, mitigation plays, email drafts, and prioritized actions in seconds.
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Scores health 0-10 and classifies risk using a fixed category list: Budget Constraints, IT Consolidation, Competitive Loss, Product Gaps, Champion Loss, Merger/Acquisition, Company Downsizing, Involuntary/Payment, or Other. Quantifies ARR at risk and the revenue impact if the account churns -- so leaders see the dollars, not just the label.
Matches every account to a specific play from the standard set: Deal Restructure, Executive Engagement, Product Enhancement, Pricing Concession, Multi-Year Lock, Customer Success Intervention, or Stakeholder Replacement. Removes the "which lever do I pull?" question from renewal strategy.
Writes 2-3 full professional emails for different scenarios -- initial outreach, follow-up for no response, escalation to exec -- with tone calibrated to risk level (urgent for high risk, warm for healthy accounts). Each email references specific account details and includes a clear call-to-action. SMB-appropriate: short and personal, not templated.
Returns next steps in a strict "[Action] -- [Who] -- [By when] -- [Expected outcome]" format, ordered by urgency and ARR impact. Includes specific HubSpot property updates (primary_churn_risk, churn_forecast_category, mitigation_play) so users can push the strategy back into their CRM.
Surfaces upsell and cross-sell opportunities with estimated value and recommends the opportunity_sub_type classification (Expansion, Contraction, or Renewal). Every risk conversation becomes a revenue conversation where the data supports it.
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