Agent de Risque de Renewal

Scorise les renewals à venir selon l'usage, la santé et l'engagement, et alerte les CSM 90/60/30 jours avant l'échéance sur les comptes à risque.

par Demodeskv1.0.0Mis à jour le 22 avril 2026
pipelineNécessite Demodesk
v1.0.0
22 avril 2026
Compatible avec:Claude CodeCursorGitHub Copilot

Déclencheurs 1

Weekdays at 8:00 AM

Connexions requises 5

Demodesk
SalesforceSalesforce
HubSpotHubSpot
SlackSlack
Google Sheets

Sources de données

Principale: 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.


Skills & Connections associés

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