Summarize renewals coming up
See every renewal in the next 90 days with health and risk.
Customer success · Software · On a schedule · Updated
Slack
HubSpot
Salesforce
Attio
Pipedrive
Stripe
PayPal
Amplitude
Mixpanel
PostHogHow do you see upcoming renewals?
To see upcoming renewals, set Maito to run a regular Loop or ask in Slack. It reads renewals from your CRM, then checks billing, usage and tickets for each, and posts every renewal in the next 90 days with its value and risk. You get the risky ones first, with the reason.
How it's done today
Renewals surprise the team.
What Maito does
- List renewals due
- Add health, usage and open issues
- Sort by risk
Example
Loop run: 1st of the month · Renewals, next 90 days
22 renewals worth $310k in the next 90 days. 4 look risky. • Stark Logistics ($41k, Nov 3): the card on file in Stripe expires Oct 31. The renewal will fail unless someone updates it. • Pied Piper ($64k, Dec 12): weekly active users down 35% since August. The biggest renewal, 21% of the total. • Hooli ($28k, Nov 20): 3 open tickets, one escalated. • Initech ($22k, Dec 4): usage flat, no contact in 60 days. The other 18 are healthy, at $155k. Catch: Stark's usage is fine. The risk is the card, which is easy to fix this week.
@Maito who owns Pied Piper, and when did we last talk to them?
Marcus owns it. The last HubSpot note is from Aug 22, a call about their rollout, and nothing since. That's 40 days.
Maito (8:00 AM):
22 renewals worth $310k in the next 90 days. 4 look risky.
• Stark Logistics ($41k, Nov 3): the card on file in Stripe expires Oct 31. The renewal will fail unless someone updates it.
• Pied Piper ($64k, Dec 12): weekly active users down 35% since August. The biggest renewal, 21% of the total.
• Hooli ($28k, Nov 20): 3 open tickets, one escalated.
• Initech ($22k, Dec 4): usage flat, no contact in 60 days.
The other 18 are healthy, at $155k.
Catch: Stark's usage is fine. The risk is the card, which is easy to fix this week.
Jo (8:09 AM):
who owns Pied Piper, and when did we last talk to them?
Maito (8:10 AM):
Marcus owns it. The last HubSpot note is from Aug 22, a call about their rollout, and nothing since. That's 40 days.
How to set it up
- Ask your agent
“On the 1st of every month, list the renewals due in the next 90 days from HubSpot, add payment status from Stripe and usage from Amplitude, and post them in #customer-success sorted by risk.”
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Connect billing
- Stripe
- PayPal
- Connect analytics
- Amplitude
- Mixpanel
- PostHog
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It forecasts risk from the data it can see. It doesn't predict whether a customer will renew.
Questions
Your CRM: HubSpot, Salesforce, Attio or Pipedrive. Billing checks use Stripe or PayPal and usage checks use Amplitude, Mixpanel or PostHog.
Yes. An expiring card in Stripe is flagged even when usage looks healthy.
Yes. As a Loop, such as every Monday, posting to a channel you pick.
