Contract Renewal Preparation

The Challenge

Renewal prep requires pulling usage data, summarizing value delivered, identifying risks, and finding expansion opportunities. CSMs spend hours preparing for each renewal conversation.

The AI Desk Solution

AI Desk creates comprehensive renewal prep packages with everything needed for successful conversations.

The Workflow

Step 1: Renewal Trigger

Trigger: 90 days before renewal
Sources: Usage, CRM, support, calls

Step 2: Value Summary

• ROI achieved
• Goals met
• Risks identified
• Expansion potential

Step 3: Renewal Package

📋 Renewal Prep: Acme Corp

CONTRACT DETAILS
├── Current ARR: $120,000
├── Renewal date: Jun 26, 2026
├── Term: 12 months
├── Seats: 500 (420 active)
└── Health score: 84/100

VALUE DELIVERED

Goals Achieved:
├── ✓ Reduce ticket volume 30% (actual: 35%)
├── ✓ Improve onboarding (2 days faster)
├── ⚠ Self-service rate (75% vs 80% goal)
└── ROI: 4.2x (industry avg: 3.1x)

Usage Highlights:
├── 450 monthly active users
├── 28,000 queries/month
├── Top features: Search, Assistant
└── Trend: +15% usage QoQ

RENEWAL RISKS
├── 🟡 Champion Jordan Lee → new role
├── 🟡 Competitor Zeta AI mentioned
├── 🟢 No support escalations
└── 🟢 Executive engagement strong

EXPANSION OPPORTUNITIES
├── Marketing team (50 seats) - expressed interest
├── New analytics features - demo requested
├── Premium support tier - discussed in QBR
└── Estimated expansion: +$35K ARR

RECOMMENDED APPROACH
├── Lead with ROI story (4.2x)
├── Address self-service gap
├── Propose Marketing pilot
├── Multi-year discount option
└── Schedule exec sponsor call

Value Proposition

• Time Saved: 2 hours per renewal
• Higher Retention: Better prepared
• Expansion Revenue: Opportunities identified