All Use CasesCustomer SuccessSee how Rilo prepares renewals
Renewal Preparation
The Problem
CSMs scramble before every renewal, pulling usage data from one tool, support history from another, and health signals from a third. The brief gets assembled the morning of the call, incomplete and under time pressure.
How Rilo Handles It
- 1Identify accounts approaching renewal within a configurable window
- 2Pull usage metrics and adoption data from the product analytics platform
- 3Aggregate support ticket history and resolution patterns
- 4Compile an account health scorecard with risk indicators
- 5Draft a renewal brief with talking points and expansion opportunities
- 6Deliver the renewal package to the CSM via Slack with a calendar reminder
Tools Used
SalesforceZendeskGoogle WorkspaceSlack
Outcomes
Brief completeness
Usage metrics, support history, health signals, and expansion talking points assembled in one package, not scattered across four tabs
Estimated from controlled execution tests (not production customer data)
Lead time
Renewal brief ready weeks before the date, not assembled the morning of the call
Estimated from controlled execution tests (not production customer data)
ROI Estimate
A CS team managing 100 renewals/quarter could reclaim ~150 hours of prep work per cycle.