Back to Services 06 · ACCOUNT MANAGEMENT / CS
AGENT ARCHETYPE

Renewal Analyst

Flags at-risk accounts 90 days early. With the actual reasons. And what to do about them.

THE PROBLEM

Your CS team finds out an account is at risk when the renewal conversation starts — 30 days out. By then, it’s damage control. Usage data exists. Support tickets exist. NPS scores exist. Nobody has time to read them all for every account.

WHAT IT DOES

The Renewal Analyst reads usage data, support tickets, NPS scores, engagement metrics, and contract terms for every account — and flags at-risk renewals 90 days before they’re due. With the actual reasons. And a recommended save play. Your CS team stops firefighting and starts preventing.

NET RETENTION +5–8 pts

NRR improvement after 6 months

EARLY WARNING 90 days

Lead time on at-risk accounts

INPUTS
  • Product usage and engagement data
  • Support ticket history
  • NPS / CSAT scores
  • Contract terms and renewal dates
OUTPUTS
  • At-risk account alerts with reasons
  • Recommended save plays per account
  • Quarterly renewal forecast
  • Health score dashboard
STACK
Your CRM / CS platform Claude / OpenAI Slack / Email Your BI tool
BUILD COST $40,000 · 6–8 weeks
BEST FOR CCOs, VP CS, VP AM, RevOps

Common questions about the Analyst.

What does the Analyst Agent do?

+

The Renewal Analyst reads usage data, support tickets, NPS scores, engagement metrics, and contract terms for every account — and flags at-risk renewals 90 days before they’re due. With the actual reasons. And a recommended save play. Your CS team stops firefighting and starts preventing.

Who is this agent built for?

+

The Analyst Agent is built for CCOs, VP CS, VP AM, RevOps at mid-market companies ($20M–$200M revenue). You have an AI mandate, real budget, and a 90-day window to show results.

How much does it cost?

+

$40,000 fixed price. 6–8 weeks to production. Yours forever — full ownership, no recurring fees. 30% deposit, 30% midpoint, 40% delivery. Net 15.

What technology stack does it use?

+

The Analyst Agent integrates with: Your CRM / CS platform, Claude / OpenAI, Slack / Email, Your BI tool. We're tool-agnostic — we work in your existing stack. The agent is the deliverable, not the model.

Start with the free call.

30 minutes. No deck. No follow-up sequence. We listen, we diagnose, you leave with a point of view. If we can help, we'll tell you. If we can't, we'll tell you that too.

BOOK THE CALL [email protected]

getsteerco.com/services

Book the Diagnostic Call →