How far ahead does it start?

You pick the window. It starts when the renewal date in Salesforce falls inside that window, so there's time to act on what it finds.

Can it use our deck template?

Yes. It fills the renewal template you already keep in Google Drive, so the layout and branding stay yours.

What if we don't record calls?

It can work from email threads and CRM notes instead. Recordings from Gong, Zoom or Google Meet give it more to go on.

Renewal prep for customer success teams

Renewal prep is often a scramble the week before. Ahead of each renewal, our customer retention automation reviews calls and usage, builds the deck and books the business review.

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Works with

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Run renewal prep for today and post what changed

Renewal prep · done in 23s

Review the last 6 calls
Pull usage and spend
Build the renewal deck
Book the business review

Step	Tool	Result	Time
Review the last 6 calls	Gong	Asked twice about the API limits	11s
Pull usage and spend	Salesforce	118% of contracted seats	2s
Build the renewal deck	Google Drive	9 slides from the template	9s
Book the business review	Google Calendar	Proposed for Oct 14	1s

What happens before each renewal

Trigger · SalesforceWhen this happensRenewal in 90 days

Step 1 · GongReview the last 6 callsAsked twice about the API limits

Step 2 · SalesforcePull usage and spend118% of contracted seats

Step 3 · Google DriveBuild the renewal deck9 slides from the template

Step 4 · Google CalendarBook the business reviewProposed for Oct 14

Walk into every renewal prepared

The customer's own words, summarized

The agent reads recent Gong calls for repeat questions and complaints, then pulls seat usage and spend from Salesforce. Your account manager sees what the customer asked about and whether they've grown past their contract.

Account healthLast 30 days

Norden Foods38
Westbrook Clinics54
Cedar & Pine Dental81

The deck is ready to review

The agent fills your renewal template in Google Drive and proposes a date for the business review. The account manager checks the deck and the invite before anything reaches the customer.

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Automations/Renewal prepLive

Renewal prepWhen Salesforce

Renewal in 90 days

4Steps4Tools

Run #4,960 · started just nowRunning · 0/4

SalesforceTriggeredRenewal in 90 days
GongReview the last 6 callsAsked twice about the API limits
SalesforcePull usage and spend118% of contracted seats
Google DriveBuild the renewal deck9 slides from the template
Google CalendarBook the business reviewProposed for Oct 14

Related use cases

All use cases

Churn risk alertsCustomers leave without warning. Morning alerts flag at-risk accounts from usage and billing data.

Win-back sequencesRepeat buyers stop ordering and nobody notices. Lapsed customers get a Klaviyo sequence based on what they last bought.

Renewal prep questions

Get a free plan for your renewals

Book a call and we'll send a written plan with your top 3 automations, the tools each one connects and what the first one takes to build. Or begin with the free AI readiness assessment.

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