# Monitor customer renewals and prepare the next action

> Keep account context together, detect approaching renewals, summarize risk, and draft the right follow-up.

- Companion: Account Manager
- Category: Sales & customers
- Expected outcome: A renewal queue with customer history, risks, owners, and proposed next actions.
- Setup time: 20–35 minutes
- Cadence: Daily
- Execution modes: Taskilo Cloud, Self-hosted — coming soon
- Last reviewed: 2026-10-20
- Canonical: https://taskilo.ai/use-cases/customer-renewal-watch/

## What you need

- HubSpot
- Salesforce
- Slack
- Email
- Calendar

## Permissions

- Read selected account records
- Read account communication
- Draft CRM notes and follow-ups

## Safety boundary

Pricing, commitments, contract changes, and customer messages require approval.

## Setup

1. **Choose accounts.** Select the portfolio and renewal window the companion may monitor.
2. **Connect context.** Add the CRM, approved communication channels, and relevant customer records.
3. **Define risk.** Specify the signals that should raise, lower, or leave risk unknown.
4. **Review each action.** Approve external communication and contractual decisions individually.

## Starter instruction

Review accounts renewing in the next 90 days. Summarize the current contract, product usage signals available to me, open support concerns, stakeholders, previous commitments, and next meeting. Rank renewal risk with cited evidence and draft the next internal or customer action. Do not change pricing, make commitments, or contact the customer without approval.

## Start with Taskilo

[Download Taskilo](https://taskilo.ai/download/?source=use-case&playbook=customer-renewal-watch) and configure this playbook with the permissions and approval boundary above.