Expansion
AI Cross-Sell Agent
Recommends complementary products to existing customers based on usage and purchases.
Expansion
AI Renewal Agent
Runs your renewal cadence, prepares renewal summaries and flags at-risk accounts early.
When renewals live in a spreadsheet, contract dates slip and churn risk shows up during the renewal call, not before it. This agent tracks every contract end date, runs the cadence you already use, prepares a renewal summary for each account, and flags risk early from signals such as falling usage or open support tickets. Your team approves outreach before anything is sent.
- Every contract end date tracked, with outreach on schedule
- A renewal summary prepared for each account
- At-risk accounts flagged early from usage and support signals
$3,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Renewal Agent tracks contract end dates, runs the outreach cadence you already use, prepares a renewal summary for each account, and flags risk early from signals such as falling usage or open support tickets. It reads renewal date, owner and account history first, and a person approves outreach before it goes.
Why businesses buy it
Losing a customer at renewal usually starts months earlier, with quiet signs nobody had time to read. By the time the renewal call happens, the decision is already made. This agent watches those signs across every account, keeps your cadence on time and gives account owners a clear summary before each conversation. Your team steps in while there is still time to save the relationship. The cadence, risk criteria and approval step are written into the scope before you order, so you know exactly what it tracks and sends.
Problems this solves
Renewal dates sneak up and outreach starts too late
The agent tracks contract end dates and runs the outreach cadence you already use. A person approves each message, so renewals start on time without anyone keeping a manual diary.
Account managers write renewal notes from scratch every time
A renewal summary is prepared for each account from renewal date, owner and account history. Managers can open the conversation already knowing the account's story.
Falling usage or open tickets go unnoticed before renewal
Risk is flagged early from signals such as falling usage or unresolved support tickets. The account owner hears about it while there is still time to fix the underlying issue.
A good fit if
You manage renewals across enough accounts that tracking contract end dates in a spreadsheet has started to slip.
You have a renewal cadence, even an informal one, such as a check-in at ninety days and a formal notice at thirty.
You want risk flagged from usage decline or support activity before the renewal conversation, not discovered during it.
You already keep contract, usage and support data in systems such as HubSpot, Salesforce, Zoho CRM or Pipedrive.
Not the right fit if
Your focus is growing existing accounts with a bigger plan, not protecting the ones already at risk. See AI Upsell Agent.
You want to recommend a different product to a healthy account, not manage a renewal date. See AI Cross-Sell Agent.
You just want visibility into which accounts are risky, without the system running outreach. See AI Customer Scoring.
You want renewal management bundled with scoring, forecasting and call analysis in one connected system. See AI Revenue Intelligence.
How it works
- We connect to your CRM and usage or support systems with read and write access, so the agent can track contracts and write updates back.
- Every account's renewal date is tracked against the cadence you define, such as a check-in at ninety days and a formal notice at thirty.
- Risk signals you define, such as falling usage or open support tickets, are checked against each account and flagged early, not at the renewal date.
- A renewal summary is prepared for each upcoming account: contract terms, usage trend, open issues and a recommended next step.
- Outreach drafts for each cadence step sit in a review queue. Nothing sends until the approver you named signs off, following your approval rules.
- We test the agent against fifty documented scenarios built from your own renewal history before handoff, including accounts that renewed and accounts that churned.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin or API access to the connected systems, with sandbox or test records if you have them.
- Your renewal cadence and risk rules, such as what usage drop or ticket volume should raise a flag.
- Ten real sample renewal emails or conversations, so drafted outreach sounds like your team, not a template.
- The name of the approver who reviews and sends each renewal communication.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can sign off on the final workflow before launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your renewal cadence agreed.
Weeks 1–2
Risk rules and renewal summary logic built.
Week 3
Systems connected with read and write access.
Weeks 3–4
50 documented test scenarios run against your renewal history.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,900 |
| Express | 15–25 working days | $4,600 |
| Rush | 10–20 working days | $5,250 |
What you receive at handover
- AI Renewal Agent configured on one channel, connected to up to two systems
- Your renewal outreach cadence set up as approval workflows, up to six in total
- Renewal summary and risk-flag rules, with up to 100 reference documents
- A test report covering 50 documented scenarios
- An admin guide, a recorded 60-minute handoff session and 30 days of support
Expected benefits and how to measure them
- Helps renewals start on time with less last-minute scrambling
- Can surface at-risk accounts earlier, while they can still be saved
- Makes renewal conversations better informed
- Renewal rate
- Compare renewals against contracts due in your CRM or billing system for two quarters before and after launch.
- Outreach lead time
- From CRM activity, check how far ahead of end date first outreach went, before launch and after.
- Flagged accounts that renewed
- Each quarter, match risk-flagged accounts in the agent's log against renewal outcomes in your CRM.
Before you start: Record your renewal rate for the past two quarters. Note how far ahead of end date outreach usually starts today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running the agent costs roughly $50 to $250 a month for AI model usage and hosting, on top of your existing CRM or billing plan.
AI usage during the build and testing is billed to your own accounts, so every provider relationship stays yours. Nothing runs through us.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the cadence matched to your contracts. It covers monitoring, fixes and a monthly allowance of change hours to adjust the cadence or add a risk signal after a policy change. It starts after the 30 days of support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A customer success platform charges a monthly fee per managed account | An agency quotes after a discovery phase | Ours is one fixed price, shown before you buy |
| Scope | A customer success platform leaves you to build the renewal playbook yourself | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | A customer success platform is fast to install but slow to configure well | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Risk detection | A customer success platform ships a fixed health score formula | An agency build depends on what was agreed | Ours is built from the risk signals you define |
| Renewal summaries | A customer success platform shows raw account data | An agency build depends on what was agreed | Ours prepares a written summary and next step for each account |
Questions about this product
Does it send renewal notices automatically?
No. Every drafted communication sits in a review queue and only sends once the approver you named signs off, under the approval rules you set at intake. A person reviews every message before an account sees it, and can reject or edit the draft before anything goes out.
What counts as a renewal risk signal?
Whatever you define, such as falling product usage, open support tickets, or a missed check-in in the cadence. You can configure up to six workflows, each with its own trigger, so risk is flagged well before the renewal date arrives, not discovered during the conversation itself.
What is in a renewal summary?
Contract terms, the account's usage trend, any open support issues, and a recommended next step, all prepared automatically ahead of the renewal conversation. It is built from up to one hundred reference documents and the systems you connect, so nothing has to be pulled together by hand.
What's the ongoing cost after launch?
Roughly $50 to $250 a month for AI model usage and hosting, on top of your existing CRM or billing plan, paid directly in your own accounts. Monthly maintenance is optional if you want ongoing changes to the cadence or risk rules.
What's the turnaround time to launch?
The build follows a fixed schedule that starts once your systems and cadence are confirmed. The exact date is shown on this page before you buy, along with express and rush options if you need it sooner. System access, your renewal cadence and risk criteria are due within 72 hours of ordering, and each day late moves delivery by 3 working days.
Can I change the cadence later?
Yes, within the two rounds of changes included in the build, and afterwards through monthly maintenance if you keep it. Adjusting the check-in schedule after a policy change is exactly what its monthly change hours are built to cover, without a separate project.
What write access does the agent need?
Up to two systems, typically your CRM and a usage or support platform, so it can track contract dates and write drafted communications back to the account record. Access is scoped to those systems only, shared by adding our team as a user or creating a key you control, never handled by email.
What if an account is flagged as at risk incorrectly?
The approver reviewing the account can dismiss or adjust the flag before any outreach sends, so a false alarm never reaches a customer. Recurring false flags are the kind of tuning covered by the two included revision rounds, or by monthly maintenance afterward.
Stop finding out about churn risk too late.
Order AI Renewal Agent and get every renewal tracked, summarized and flagged for risk, on a delivery date you see before you pay.
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