EME·Strategy
Account Plan Copilot
47 days to renewal Health 34 ↓
Before · scattered renewal signals
Product usage alert
Usage drop

Account: Enterprise · tier 1
Metric: Down 18% — past 30 days
Triggered: 3 days ago
Renewal reminder
47 days

Contract end: June 15, 2026
ARR tier: Strategic · T1
Renewal motion: Not started
Support escalation
2 open P1 tickets

Last response: 4 days ago
Sentiment: Negative
CRM note · enterprise account
Champion: Changed — unconfirmed
Last update: 18 days ago
Next step: Not logged
Alert · champion change
Inactive 21 days

Backup contact: None mapped
Economic buyer: Unmapped
Renewal tracker · Q2 2026.xlsx
Account
Renewal
Health
Risk
Enterprise · T1
Jun 15
34 ↓
HIGH
Mid-market · T2
Aug 02
67
Medium
47
Days to renewal
34 ↓
Health score
Changed
Sponsor status
2 open
Escalations
Unknown
Expansion
Account radar
Strategic accounts
1 at risk
QBR pack
Overdue
Renewal radar
3 due · 90 days
Save motions
1 active
Enterprise account · tier 1
Customer success · Strategic · 47 days to renewal
Health score
34
Last QBR
83 days ago
Champion
Changed
Product usage
↓ 18%
No active save motion. Renewal in 47 days. Risk signals unaddressed — no exec sponsor mapped, QBR overdue, champion inactive.
47
Days to renewal
34 ↓
Health score
Changed
Sponsor status
2 open
Escalations
Unknown
Expansion
Account radar
Strategic accounts
1 at risk
QBR pack
Overdue
Renewal radar
Risk detected
Save motions
1 active
Risk signals · Enterprise account
Product usage down 18%
Past 30 days
Two P1 escalations open
Unresolved · 4d
Champion inactive
Last login: 21 days
No exec sponsor mapped
Post-champion change
QBR overdue — 83 days
Renewal in 47d
Renewal risk detected · account plan required
47
Days to renewal
34 ↓
Health score
Changed
Sponsor status
2 open
Escalations
Unknown
Expansion
Account radar
Strategic accounts
1 at risk
QBR pack
Overdue
Renewal radar
AI synthesis
Save motions
1 active
AI synthesis
Enterprise account · renewal risk · generated now
Churn risk summary
High risk. Usage decline and champion change coincide with renewal window. No exec sponsor in place.
Likely blockers
Support backlog unresolved. QBR overdue 83 days. No executive relationship mapped since sponsor change.
Stakeholder gaps
Champion inactive, no replacement identified. Economic buyer absent from all recent interactions.
Message angle
Value delivered in core use case — reframe around ROI achieved before raising renewal terms.
Recommended next actions
Book exec call · resolve P1 tickets · run 30-min value QBR · map and activate new champion.
Augmented account plan
Enterprise account · tier 1 · 47 days to renewal · AI-assisted
Risk
Usage ↓18% · 2 escalations · no exec sponsor · QBR overdue
Recovery motion
Resolve P1 tickets · reactivate champion · book exec call
Expansion path
Blocked. Revisit post-renewal stabilisation in 60 days.
Executive outreach
Book VP-level call · share ROI brief · map economic buyer
QBR agenda
30 min · value delivered · path to renewal · next 90 days
IT-ready brief
Architecture review included · integration summary ready
Plan status
Owner
CS lead
Due
Jun 08, 2026
Status
Draft
Sales aligned
Pending
From scattered renewal signals to a working account plan.
Account plan copilot · Enterprise account · tier 1 · 47 days to renewal
Risk surfaced early
Churn signals detected 47 days before renewal — not the day before the contract expires.
Plan generated
AI-structured save plan built from live signals — ready in minutes, not a slide deck built overnight.
Sales and CS aligned
One shared plan — CS, sales, and account exec working from the same signals, not separate views.
QBR ready
Agenda and exec brief built from account data — not reconstructed from memory before the call.
Risk identified
47 days
Plan ready
< 10 min
CS aligned
Active
QBR ready
Yes
Next action
Scheduled