Renewal Health Scanner
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.
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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.
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.
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.
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.
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