Know what's renewing, what's at risk and where to grow
We build the systems, data connections and workflows that give revenue teams visibility into their customer base, account health, renewals and expansion opportunities.
Where retention usually breaks
- Renewal data isn't connected: Contract dates, subscription details and billing data sit across different systems, making it difficult to track upcoming renewals and forecast recurring revenue.
- Sales and customer success aren't connected: Customer requirements, commitments and deal context aren't consistently passed from sales to onboarding, leaving teams without the information they need.
- Customer health is difficult to measure: Product usage, support activity and customer engagement aren't brought together, making it difficult to identify risk early and consistently track account health.
- Expansion opportunities aren't visible: Product ownership, account relationships and usage data aren't connected, making it difficult to identify whitespace and prioritize expansion opportunities.
Types of projects we run most often. You can start with one and add more later.
Renewals
- Renewal process setup and automation: Configure renewal opportunities, ownership rules, automated reminders and forecasting dashboards in your CRM.
- Billing and subscription data integration: Connect billing, contract and subscription systems to the CRM, with accurate account matching and recurring revenue data.
Onboarding and health
- Closed won to onboarding automation: Build automated handoff workflows that transfer deal context, create onboarding records and assign tasks when an opportunity closes.
- Customer health scoring: Design and implement health scores using product usage, support and engagement data, with automated risk alerts.
Retention and expansion
- Churn tracking and retention reporting: Configure churn reason tracking and build GRR, NRR and retention dashboards by customer segment.
- Expansion and whitespace automation: Connect product ownership, usage and account data to identify whitespace and surface expansion opportunities in the CRM.
Each project is scoped, built and handed over on its own, with documentation and training for your team.
Experts in: Salesforce, HubSpot, Clay, ZoomInfo, Apollo, LeanData, Outreach, Salesloft, Marketo, Gong, Sybill, Clari, Spiff, Gainsight.
Retention work we've delivered
- Improving Forecast Visibility for a Consumption-Based SaaS Company: $22M in annual renewals made visible for one client
Every project starts with an audit
We review how renewals, billing data and handoffs run today. It sets the scope of the build and the baseline we measure results against.
- Audit: Findings and a baseline
- Scope: Deliverables and an estimated timeline
- Build: A tested, working system
- Handover: Documentation and training
Talk to a retention and renewals specialist
We'll look at how renewals are tracked today and where an audit should start. Book a call