Renewal preparation

Prepare account briefs and action plans ahead of renewal conversations.

Replaces: the renewal tab in the CRM and pre-call research by hand

Ledgerly · Renewal preparation

Renewal preparationLedgerly

Marcus BellCustomer success leadMB

Renewing: $412k; Next 90 days
At risk: $43k; 2 accounts
Accounts: 12; Briefs ready for 9

ARR	Renews	Owner	Status
$36k	Nov 26	Priya Shah	Brief ready
$24k	Dec 5	Marcus Bell	At risk
$11k	Dec 18	Priya Shah	Brief ready
$8k	Dec 29	Priya Shah	Healthy
$19k	Jan 5	Marcus Bell	At risk
$52k	Jan 11	Marcus Bell	Brief ready
$64k	Jan 16	Priya Shah	Healthy
$33k	Jan 20	Marcus Bell	Healthy
$41k	Jan 27	Priya Shah	Healthy
$47k	Feb 3	Marcus Bell	Brief scheduled
$28k	Feb 8	Priya Shah	Brief scheduled
$49k	Feb 11	Marcus Bell	Brief scheduled

Ran today at 8:00 AM

Refreshed usage from PostHog and tickets from Zendesk for 12 renewals
Drafted 3 emails for review: Northpeak, Brightline, Quillmark

Northpeak Analytics

$24k · 3 open tickets

At risk

Check-in email, drafted for review

To: Dana Ruiz <dana.ruiz@northpeak.io>
Subject: Your SSO issue and our renewal call

Hi Dana, I know the SSO login loop has kept 9 of your team out of Ledgerly for parts of the last two weeks. Our engineers have reproduced it and a fix is in progress. I'll send you the release date as soon as it's set. Before your renewal on Dec 5, could we find 30 minutes to walk through the fix and anything else that's getting in your way? Marcus Bell Ledgerly

Contract: $24,000 ARR · 25 seats · annual
Renews: Dec 5
Usage: Down 22% over 30 days
Support: 3 open tickets, all about SSO login loops
Champion: Dana Ruiz, VP Finance
Risk: Open SSO bug blocks 9 users; usage drop started the same week

History

Nov 13Third SSO ticket opened in Zendesk
Nov 2Usage drop flagged
Sep 21Brief prepared

Runs on its own

Prepares briefs ahead of each renewal

It prepares a brief 75 days before each renewal, refreshes usage and tickets daily and tells the owner when a new blocker appears, without repeating risks that haven't changed.

Waits for you

Offers and anything sent to customers

Offers, pricing and anything sent to a customer wait for you. Risk scores come with their evidence, and missing usage counts as unknown, not churn.

Works with

HubSpot
Salesforce
PostHog
Zendesk
Intercom
Gmail

What it keeps track of

Account: Ownerchampioncontractseats
Renewal: DateARRstage
Brief: Usageticketscommitmentssources
Risk: Reasonevidenceassessed by
Action: Ownerdue dateoutcome

Make it yours

More apps like this

All 42 apps