Run a coordinated five-touch renewal cadence across your whole team
120/90/60/30/0-day cadence framework with role + CC matrix, multi-year anchor language, early-renewal incentive logic
Founder Tier 1 · $25/mo · everything included · founder rate at signup
Renewal Cadence Orchestrator
Five-touch cadence with role orchestration
What you get
Full five-touch cadence: 120/90/60/30/0-day markers with owner per touch
Exact send dates computed from the renewal deadline and your notification window
Drafted email for each of the five touches
Current, complete, and upcoming status per touch
Optional CRM provisioning: tasks and a cadence note written to the deal record (reviewed before anything is created)
Delivered on demand for any renewal deal. Review the five-touch cadence, confirm role assignments, and optionally provision tasks directly in your CRM, with everything reviewed before it goes live.
Live demo · sample data from a real CRM we connected
See Renewal 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.
The agent generates the multi-role cadence for one renewal: who owns each touch, what they send, when.
Click “Run on sample” to see the output Renewal 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
Pick the Deal
Select the renewal deal from your CRM. The agent pulls the renewal date, ARR, and deal context automatically.
Configure the Role Matrix
Assign the Renewal Specialist, CSM, AE, Finance, and CRO to their respective touches. Incentive logic and multi-year anchor language are applied based on your inputs.
Cadence Built and Drafted
The agent computes exact touch dates, maps each to its assigned owner, and drafts all five emails. Review the full cadence in one view.
Optionally Provision to Your CRM
If you want tasks created in your CRM, review the diff preview first. See exactly what will be created before confirming. Nothing writes until you approve.
The Difference
Stop guessing. Start knowing.
Without Renewal Cadence Orchestrator
Each CSM runs their own renewal cadence: no shared framework, no coordination across roles
Multi-stakeholder renewals have no structured handoff between CSM, AE, and Finance
Drafting five emails for one deal takes an hour and looks different every time
Critical touches get missed because there's no tracking of what's current vs overdue
With Renewal Cadence Orchestrator
One structured five-touch cadence for every renewal, consistent across the team
Role matrix maps who owns each touch: CSM for value, AE for commercial, CRO for exec close
All five email drafts generated in one pass and ready for review
Touch status tracked as current, complete, or upcoming, so nothing slips
Capabilities
What's Inside
Five-Touch Framework
120/90/60/30/0-day cadence with role assignments at each marker: Renewal Specialist, CSM, AE, Finance, and CRO for the exec close.
Date Computation
Exact touch dates computed from your renewal deadline and notification window. No manual calendar math.
Multi-Year Anchor Language
The 60-day touch is built to introduce the multi-year proposal at the right moment, with anchor framing that positions the three-year option as the recommended path.
CRM Provisioning (Optional)
For portals that support it, the agent can create tasks and a cadence note on the deal record, reviewed in a diff preview before anything writes.
Touch Status Tracking
Each touch is tracked as complete, current, or upcoming, so the team always knows where the cadence stands without chasing updates.
Built for you if…
You're a CSM managing complex renewals that require coordination across multiple roles
You're a CS leader who wants a consistent renewal cadence framework across the whole team
You're a Renewal Specialist whose renewals involve AE and Finance coordination
You're managing a high-ARR renewal where missing a touch is not an option
A missed touch at 60 days is a 60-day negotiation with no leverage.
$25/mo/mo founder rate · everything included · cancel anytime
Common Questions
Yes. The role matrix is configurable per deal. You assign the specific people to each role. The framework defines which touch belongs to which role; you decide who fills each role for this deal.
CRM provisioning creates real tasks and a cadence note on the deal record in your connected CRM. It is entirely optional. You can run the cadence in-app only, without writing anything back to your CRM. When you do enable provisioning, a diff preview shows exactly what will be created before you confirm.
The touch dates are computed from your actual renewal deadline, so short timelines collapse the cadence appropriately and long ones spread it. The 120-day start is the default; if the deal is already past 120 days, the agent picks up from the current position in the framework.
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
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
Proactive Outreach
For renewals with no active cadence, drafts a brief, warm proactive check-in email and emits it for review
Subscribe and see results in 2 minutes
Connect your CRM and Renewal 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.
Founder Tier 1 · $25/mo · everything included · founder rate at signup
$25/mo/mo founder rate · everything included · see pricing