Use Cases — CRM

Renewal Risk Monitor

Flags accounts approaching renewal dates with low engagement or declining health scores — giving the CS team enough lead time to intervene before the customer decides to leave.

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Billing unit

Per account flagged

Pay only for the value delivered. No upfront cost.

The result

At-risk renewals are identified 90 days in advance. The CS team has time to run a save playbook and address the root cause. Renewal rates improve.

The problem

What happens without this agent.

Before

Renewals are reviewed 30 days before the date — often too late to address the underlying issues. Churn feels sudden but the signals were there for months.

How it works

Step by step: how the Renewal Risk Monitor operates.

Every action is logged, auditable, and executed inside your Microsoft 365 environment. Nothing leaves your tenant.

  1. 1

    Agent monitors renewal dates and health scores for all accounts

  2. 2

    Flags accounts with renewals in 90, 60, and 30 days

  3. 3

    Applies health score weighting: low-health + upcoming renewal = high priority

  4. 4

    Sends alert to assigned CSM with account health history and risk summary

  5. 5

    Suggests intervention playbook based on the identified risk pattern

  6. 6

    Tracks intervention outcome and updates account health record

Why it matters

Built for your CRM & Customer Success team.

The Renewal Risk Monitor is designed specifically for CRM & Customer Success processes. It connects to your existing systems, works inside your Microsoft 365 environment, and delivers measurable results from day one.

  • Zero upfront cost

    Development is fully covered. You pay only per account flagged, starting from the first one the agent handles.

  • Inside your perimeter

    The agent operates entirely within your Microsoft 365 tenant. No data is shared with third-party platforms.

  • Agreed metrics, transparent pricing

    Before deployment, we agree what success looks like and how much each action costs. No surprises.

  • Production-ready in weeks

    We scope, build, and deploy in a structured sprint. Your team sees results within the first billing cycle.

Before vs. After

Without the agent

Renewals are reviewed 30 days before the date — often too late to address the underlying issues. Churn feels sudden but the signals were there for months.

With the agent

At-risk renewals are identified 90 days in advance. The CS team has time to run a save playbook and address the root cause. Renewal rates improve.

FAQ

Common questions about the Renewal Risk Monitor.

What does the Renewal Risk Monitor do?
Flags accounts approaching renewal dates with low engagement or declining health scores — giving the CS team enough lead time to intervene before the customer decides to leave.
What is the business impact of the Renewal Risk Monitor?
At-risk renewals are identified 90 days in advance. The CS team has time to run a save playbook and address the root cause. Renewal rates improve.
How is the Renewal Risk Monitor deployed?
The Renewal Risk Monitor is deployed directly inside your Microsoft 365 environment. It integrates with your existing tools — Teams, SharePoint, your CRM & Customer Success systems — through secure MCP connectors. There is zero upfront cost: the agent is built to your specifications and you pay only per account flagged.
How much does the Renewal Risk Monitor cost?
The Renewal Risk Monitor follows theywork365's pay-per-action model: you pay only per account flagged, with no upfront development fee. Pricing is agreed before deployment based on your expected usage volume. This means the ROI is calculable from day one.
Related agents

Other CRM & Customer Success agents you can deploy.

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