Protect the Base, Then Grow It
Renewal and expansion operations, forecasting, playbooks, and the systems behind them, that protect NRR and surface expansion at the right moment.
Renewal & Expansion Gaps
Surprise Renewals
Renewals sneak up because there is no forecast or early motion.
Missed Expansion
Expansion signals go unnoticed because no system flags them.
Manual Everything
Renewal tracking lives in spreadsheets that are always out of date.
Renewal & Expansion Services
Protect and grow the base
Renewal Forecasting
See renewal risk and timing across the base.
- Renewal calendar
- Risk scoring
- Forecast roll-up
- Cohort view
Renewal Playbooks
Systematize the motions that protect revenue.
- Motion design
- Task automation
- Owner assignment
- Escalation
Expansion Signals
Surface upsell and cross-sell at the right time.
- Whitespace mapping
- Usage triggers
- PQL signals
- Handoffs
NRR Reporting
Track and forecast net revenue retention.
- NRR / GRR
- Expansion tracking
- Churn breakdown
- Cohorts
Frequently Asked Questions
Who owns renewals, CS or Sales?
It varies, and the right model depends on your motion and deal size. We help you define ownership, build the handoffs, and put the system in place so nothing falls through the cracks regardless of who owns it.
Can this work without a dedicated CS platform?
Yes. We build renewal and expansion ops on your existing CRM for most teams, adding tooling only when scale demands it.