Spot renewal risks before they become churn
Scan accounts approaching renewal in Salesforce, score them for risk, and alert your CS team in Slack before it is too late to save the deal.
Overview
A CSM manages dozens of accounts. Renewals sneak up. By the time someone notices an account has gone quiet with a pile of unresolved cases, the damage is done. This template scans your Salesforce pipeline for upcoming renewals, flags the ones showing warning signs, and makes sure the right people know before it is too late.
How it works
Tell the AI your renewal window (30, 60, or 90 days). It queries Salesforce for accounts with renewal dates in that range, then pulls activity history and open cases for each one. The AI scores each account for risk based on engagement signals, unresolved issues, and deal health. It logs the results to a Google Sheet with risk scores and recommended next steps, then posts a summary to Slack highlighting the accounts that need immediate attention.
Who this is for
Customer Success leaders, CS Managers, and revenue operations teams who need proactive visibility into renewal health. If you have ever been blindsided by a churned account that showed warning signs weeks ago, this template is for you.
Suggested prompt
Help me identify at-risk renewals. Search Salesforce for accounts with renewal dates in the next [60] days. For each account, check recent activity and any open cases. Score each one as high, medium, or low risk based on engagement level and unresolved issues. Log the results to a Google Sheet called "Renewal Risk Report" with columns for Account Name, Renewal Date, Risk Score, Key Signals, and Recommended Action. Then post a summary to the [#cs-team] Slack channel highlighting any high-risk accounts.
Frequently asked questions
What apps does the renewal risk template connect?
This template connects Salesforce, Google Sheets, and Slack. It queries accounts approaching renewal in Salesforce, compiles a risk-scored report in Google Sheets, and alerts your CS team in Slack about accounts that need attention.
How does this template identify renewal risks?
The template queries Salesforce for accounts with upcoming renewal dates and cross-references deal health, recent activity, and open cases. It then assigns a risk level based on these signals and highlights accounts that show warning signs like low engagement or unresolved issues.
Who is the renewal risk template designed for?
This template is built for Customer Success leaders, CS Managers, and revenue operations teams who need proactive visibility into renewal health without manually auditing accounts one by one.
How often should I run the renewal risk check?
Most teams run it weekly or biweekly to stay ahead of upcoming renewals. You can adjust the renewal window in the prompt to look 30, 60, or 90 days out depending on your sales cycle length.