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Sales & customers · Ready to configure

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
Setup time
20–35 minutes
Cadence
Daily
Last reviewed

Setup

How to configure this playbook

  1. 01

    Choose accounts

    Select the portfolio and renewal window the companion may monitor.

  2. 02

    Connect context

    Add the CRM, approved communication channels, and relevant customer records.

  3. 03

    Define risk

    Specify the signals that should raise, lower, or leave risk unknown.

  4. 04

    Review each action

    Approve external communication and contractual decisions individually.

Starter instruction

Give Account Manager a clear first brief.

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.

Adjust names, sources, and approval limits before the first run.

Keep exploring

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Work & operationsMeeting follow-up

A decision log and follow-up draft with explicit owners, dates, and unresolved items.

Make it yours

Start with this plan, then teach Taskilo your way of working.

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