Lesson 31 · Customer success
Which renewals and deals need me?
Deals, contracts, and renewals by risk.
You’ll be able to
- See every open deal by stage
- Find the contracts that renew soon
- Work the at-risk renewals first
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Transcript
Now you can see which renewals and deals need you first, with every open deal and every contract in one place.
In Success, open Engage, then Deals. Each column is a stage, with its total value at the top.
Pick a currency to total your pipeline. Cards for current customers also show their health and days to renewal.
Now open Health, then Contracts. Every subscription from Stripe and your billing tools lands here, with MRR, ARR and days to renewal.
Click Expiring soon to see the contracts that renew in the next thirty days.
Then under All risk levels, pick At risk. Harbor & Pine renews in 21 days, and it's at risk.
Click it to see the contract value, the billing cycle, and whether it auto-renews.
Next up, turn customer evidence into stories.
