You
Which accounts renewing before the end of the year look least engaged?
Assistant
Here are the accounts with the weakest engagement before renewal.
| Account | Renewal | ARR | Seats used | Last touch |
|---|---|---|---|---|
| Globex Manufacturing | Nov 18 | $148,000 | 76% | 21 days ago |
| Hooli Freight | Dec 02 | $82,000 | 48% | 34 days ago |
| Soylent Foods | Dec 15 | $57,500 | 61% | 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.