Draft the first touch for renewals that have gone quiet
For renewals with no active cadence, drafts a brief, warm proactive check-in email and emits it for review
Everything included. Cancel anytime.
Proactive Outreach
Draft proactive check-ins for uncadenced renewals
What you get
Renewal account flagged: upcoming renewal, no active cadence detected
Account context: days to renewal, ARR, last engagement date
Drafted proactive check-in email: brief, warm, and specific to the account
Triage reasoning explaining why this account was surfaced now
One-click release or dismiss from your Inbox
Lands in your Inbox when a renewal account is approaching its renewal window with no active cadence. Review the draft check-in email and release, or hold if you're already in conversation.
How It Works
Up and running in under 2 minutes
Producer Scans for Uncadenced Renewals
Proactive Outreach monitors your renewal book for accounts approaching the renewal window with no active outreach cadence.
Gap Detected: Draft Created
When an uncadenced renewal is detected, the agent drafts a brief, warm check-in email grounded in the account context.
Review in Your Inbox
The drafted check-in lands in your Inbox alongside the account's renewal timeline and last engagement date. Release if the timing is right, or dismiss if you're already in conversation.
Nothing Sends Until You Release It
Every draft requires your explicit review and release. The producer flags the gap and writes the email. You decide whether it goes.
The Difference
Stop guessing. Start knowing.
Without Proactive Outreach
Renewals approaching with no outreach in motion, and nobody noticed until it was 30 days out
The CSM is managing active renewals and the quiet ones stay quiet
Proactive check-ins only happen for accounts someone is already thinking about
Accounts drift from uncadenced to at-risk because the first touch never happened
With Proactive Outreach
Every uncadenced renewal surfaced before the window closes
Drafted check-in email ready to review, so the team doesn't have to start from blank
Proactive outreach coverage across the whole book, not just the loudest accounts
Renewal conversations started weeks earlier when there's still time to influence the outcome
Capabilities
What's Inside
Uncadenced Renewal Detection
Monitors the renewal book for accounts entering the renewal window without any active outreach cadence, catching the ones that are about to slip through.
Account-Grounded Draft
The check-in email references the account's specific context: ARR, renewal timing, and last engagement, not a generic template.
Timing Signal
Each Inbox item shows days to renewal and last engagement date so you can assess whether the timing of the draft makes sense before releasing.
Human-in-the-Loop Release
Every draft requires your review. The producer surfaces the gap and the draft. You decide what goes to the customer.
Built for you if…
You're a CSM managing a book large enough that quiet accounts get missed
You're a CS leader who wants proactive outreach coverage across the whole renewal book
You're running a renewal motion and can't rely on CSMs to self-identify which accounts need a first touch
You want the team focused on active conversations while the producer handles the uncadenced sweep
The renewal that never got a proactive touch is the one that churns on auto-pilot.
$25/mo/mo founder rate · everything included · cancel anytime
Common Questions
The producer checks whether the account has any outreach scheduled or recently sent within the renewal motion. If there's no active cadence record and no recent outreach activity, the account is flagged.
If the conversation isn't reflected as an active cadence in the renewal motion, the account may still surface. Dismiss the Inbox item. It takes one click. The producer is conservative: it's better to surface a duplicate than miss a gap.
The timing is calibrated to surface accounts early enough that there's time to run a meaningful cadence before the renewal date, typically when the account enters the renewal window without any cadence in place.
More in Renewals
Renewal Quote
Multi-year pricing variants with stacked-uplift math, an AI-authored anchor recommendation, and expansion add-ons — rendered inside the HubSpot quote the customer receives
Renewal Cadence Orchestrator
120/90/60/30/0-day cadence framework with role + CC matrix, multi-year anchor language, early-renewal incentive logic
Champion Watch
Fuses a champion-risk meeting signal with an external leadership-change signal on the same account and drafts a tactful re-thread email to a backup stakeholder
Subscribe and see results in 2 minutes
Connect your CRM and Proactive Outreach 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