Flag renewal risk early
Flag renewal risk 90 days out, with the evidence, so there's time to act.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads recent calls and sentiment, renewal date and stage, risk score, stakeholders and blockers, narrowed by what you ask
- 3Reason
Weigh sentiment, champion engagement and open blockers before the renewal date
- 4Act
Build a renewal risk brief with the 3 actions most likely to protect it, returned in Ask Avoma
- 5Human judgment
CSM decides which actions to take
Prompt
Assess renewal risk by reviewing customer conversations, engagement signals, and unresolved blockers, with supporting evidence and recommended actions.
Create a renewal risk brief for [Customer]. Use Avoma meetings from the last [90] days and the CRM account and opportunity records. Cover sentiment, whether the champion is engaged, open blockers, next steps, and recommend the three actions most likely to protect the renewal.
How this works
Shown for:
- 1Trigger
When an account is 90 days away from renewal, with recurring checks until renewal
- 2Context
An Avoma agent (Avoma agentic platform) watches renewal dates, Risk Scores, customer conversations, CRM account data, engagement signals and unresolved issues
- 3Reason
Weigh sentiment, champion engagement and open blockers before the renewal date
- 4Act
Build a renewal risk brief with the 3 actions most likely to protect it, each time it's warranted
- 5Human judgment
CSM decides which actions to take
Agent
Spot renewal risks before deadlines. The agent reviews Risk Scores, customer conversations, engagement trends, and unresolved issues to explain potential churn risks and recommend recovery actions.
What good looks like
90 days gives you time to fix most renewal risks.
Start the review at 90 days
Most fixes need a few meetings to land.
Check whether the champion is still engaged
Champion turnover is a common renewal risk.
Pick 3 actions and do them
A long list of actions gets none of them done.
Customer stories
What teams say
Helping us proactively address client churn risk and identify opportunities for growth. The tool helps us identify and act on the queues much more quickly.
Avoma lets us identify opportunities for upselling as well as understand churn risks early to avoid danger for our business.
What’s stopping you from turning every conversation into actionable work?
