IT & Software Services
The money already earned, the renewal, the expansion, the at-risk account saved before it churns, leaks because follow-up depends on someone remembering. Renewals come up and nobody worked the account in the prior quarter. A usage signal that an account is slipping toward churn is sitting in the product data and nobody acts on it. An expansion that should have been offered is missed. The recovery and retention flows are switched off or half-built.
Who has it
Core for SaaS and product companies (renewals, expansion and churn-save); IT services and software-development firms have it on recurring AMC and support contracts, and staffing and managed-services providers on redeploying a rolling-off consultant.
What we build
Timed, rules-based renewal and expansion flows over email and WhatsApp built on the firm's own usage, billing and contract history: renewal reminders ahead of the date, expansion nudges when usage crosses a threshold, at-risk outreach when usage drops, and win-back for lapsed accounts, with every offer signed off by a named person.
What is automated, where AI helps, who signs off
The reliable spine
The non-AI spine is the rules and triggers over the firm's own usage, billing and contract history: renewal reminders ahead of the date, expansion nudges at a usage threshold, at-risk outreach on a drop, and win-back for lapsed accounts.
Where AI helps
AI is limited to drafting the outreach message from the account's own history for a person to review; every offer is signed off by a named person before it goes out.
Who signs off
A named person signs off anything touching money, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
Renewals stop slipping through the cracks; at-risk accounts are worked before they churn; expansion that was being left on the table gets offered; the follow-up no longer depends on who remembered.
Illustrative outcome
Improved gross renewal rate and recovered expansion on the existing base. Illustrative; final numbers come from your own data.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.