Renewal Risk Agent

Scans customer accounts 90 days pre-renewal for usage decline, champion change, and engagement silence — flags at-risk renewals early.

by Demodeskv1.0.0Updated April 22, 2026
pipelineRequires Demodesk
v1.0.0
April 22, 2026
Works with:Claude CodeCursorGitHub Copilot

Triggers 1

Weekdays at 8:00 AM

Required connections 5

Demodesk
SalesforceSalesforce
HubSpotHubSpot
SlackSlack
Google Sheets

Data sources

Primary: CSM call cadence, sentiment, and unresolved tags
meeting summariescall transcriptssentiment tagsCRM accounts and renewal datesproduct usage data (when available)
AGENT.md

Catch Renewal Risk 90 Days Out, Not 30

The Renewal Risk Agent scans every account approaching renewal for the signals that predict churn: usage decline, champion change, reduced engagement, executive departure. It flags at-risk renewals 90 days before the renewal date so CS and sales can intervene while there's still time to recover.

How It Works

The agent runs daily and evaluates every account within the 90-day renewal window. It pulls product usage data, CRM engagement, meeting history, and champion status. Accounts scoring below the renewal health threshold are surfaced with a specific recovery plan — reactivation campaign, executive sponsor engagement, value story refresh.

Why It Changes Retention Economics

Churn intercepted at T-90 days saves 2–3× more than churn intercepted at T-30. This agent shifts the retention intervention window earlier by systematically identifying at-risk accounts before the quarterly renewal crunch.


Related Skills & Connections

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