Build a structured touch cadence between renewals
90/180/270-day touch cadence per account, QBR triggers, and accounts overdue for a mid-contract check-in
Everything included. Cancel anytime.
Mid-Contract Cadence Orchestrator
Build a touch cadence between renewals
What you get
Accounts overdue for a 90, 180, or 270-day mid-contract milestone
QBR trigger list: accounts at or approaching the 6-month mark
No-recent-touch list: accounts with more than 45 days of silence outside the milestone windows
Summary strip with overdue count, due-this-week count, and QBR trigger count
Owner assignments mapped to each account
Lands in your Inbox on a schedule, giving you a structured view of which accounts need a mid-contract touch this week, before the renewal window opens.
Live demo · sample data from a real CRM we connected
See Mid-Contract Cadence Orchestrator on a real-shaped portfolio.
Pick a sample book. Run the agent. See the output it would produce, in the same shape as on your real CRM.
Onboarding gets a cadence. Renewal gets a cadence. Mid-contract usually gets ignored. This fixes that.
Click “Run on sample” to see the output Mid-Contract Cadence Orchestrator produces.
Output renders the same way on your real CRM data. This preview uses sample accounts.
How It Works
Up and running in under 2 minutes
Producer Runs on Schedule
Mid-Contract Cadence Orchestrator scans your whole book against the 90/180/270-day framework, anchored on the close date of each account's last renewal deal.
Cadence View Built
Accounts are grouped: overdue milestones first, due-soon next, QBR triggers, then accounts going dark outside any milestone window.
Inbox Item Created
The cadence view lands in your Inbox with owner assignments and specific touch recommendations per account.
Review and Act
You review the cadence list, confirm the owner assignments, and reach out. Nothing goes to the customer automatically. You run the relationship.
The Difference
Stop guessing. Start knowing.
Without Mid-Contract Cadence Orchestrator
Accounts go 9 months with no structured touch between renewal close and the next renewal kickoff
QBRs get missed because there's no system tracking when the 6-month mark passes
No-recent-touch accounts are invisible until they show up in a churn report
Mid-contract cadence planning relies on a CSM remembering to check their book
With Mid-Contract Cadence Orchestrator
Every account has a structured 90/180/270-day touch cadence automatically
QBR triggers surfaced before the window passes, not after
Silent accounts flagged before 45 days becomes 90 days becomes a cancellation
CSMs see their mid-contract priorities in one Inbox item every week
Capabilities
What's Inside
Milestone-Anchored Cadence
Cadence milestones computed from days since last renewal close, not from renewal date, so the between-renewal period has its own structure.
QBR Trigger Detection
Accounts approaching or at the 6-month mark are surfaced separately so QBRs are planned proactively, not reactively.
No-Recent-Touch Sweep
Accounts with more than 45 days of engagement silence that aren't caught by a milestone window are flagged separately.
Owner Assignment
Each account in the cadence view has its assigned owner mapped, so the right person knows they own the next touch.
Built for you if…
You're a CSM who wants a structured between-renewal cadence without having to build it manually
You're a CS leader who wants mid-contract coverage to be systematic, not CSM-dependent
You're managing a large book where accounts going dark mid-contract is a real churn driver
You want QBRs to happen at the right time for every account, not just the ones someone remembers
Accounts that go 9 months without a structured touch are your highest-risk renewals. They just haven't told you yet.
$25/mo/mo founder rate · everything included · cancel anytime
Common Questions
At least one closed-won renewal deal per account to establish the baseline. The 90/180/270-day milestones are computed from that deal's close date. Accounts with no renewal deal on record are flagged separately.
On a regular schedule. The cadence view reflects current state each time it runs, so you always see which accounts are overdue as of today, not last week.
No. The producer surfaces the cadence list and owner assignments. The actual outreach, whether email, call, or QBR scheduling, is yours to execute. Nothing reaches a customer without you.
Subscribe and see results in 2 minutes
Connect your CRM and Mid-Contract Cadence Orchestrator goes to work across your portfolio. The results land in your Inbox to review and release. Cancel anytime · no per-token costs.
Everything included. Cancel anytime.
$25/mo/mo founder rate · everything included · see pricing