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You
Which accounts renewing before the end of the year look least engaged?
Assistant

Here are the accounts with the weakest engagement before renewal.

AccountRenewalARRSeats usedLast touch
Globex ManufacturingNov 18$148,00076%21 days ago
Hooli FreightDec 02$82,00048%34 days ago
Soylent FoodsDec 15$57,50061%12 days ago

Hooli Freight is the one to act on first: seat usage is under half and nobody has spoken to them in a month.

You
Draft a check-in to Hooli Freight.
Assistant

Drafted for Hooli Freight and saved in Gmail, unsent:

Hi Rita, it has been a while since we spoke and I noticed only about half your seats are active. Could we take 20 minutes this week to see what is blocking the rest of your team before the Dec 02 renewal?

You
What is the usage trend at Globex?
Assistant

Globex seat usage over the last 3 months:

  • Aug: 88%
  • Sep: 82%
  • Oct: 76%

It is a steady decline, mostly from the dispatch team going quiet.

You
Add Soylent to Friday's renewal review too.
Assistant

Added Soylent Foods to Friday's renewal review. Hooli and Globex are already on the list.