All Use CasesCustomer SuccessSee how Rilo prepares renewals
Renewal Preparation
The Problem
Customer success managers scramble before renewal dates, manually pulling usage data, support history, and account health signals from multiple systems.
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 account health scorecard with risk indicators
- 5Draft renewal brief with talking points and expansion opportunities
- 6Deliver renewal package to CSM via Slack with calendar reminder
Tools Used
SalesforceJiraGoogle WorkspaceSlack
What Rilo Does
Full renewal brief per account
Usage data, support history, health signals, and talking points in one package
Estimated from controlled execution tests (not production customer data)
Data completeness
Usage metrics, support history, and health signals pulled from connected sources into one brief
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.