Renewals and expansion
Renewals shouldn’t start in month eleven.
Billing and usage decide when the conversation opens, not the calendar. A team running at 118% of plan is an expansion conversation, not a renewal risk.
Consumption against plan
Read from billing and usage, not the calendar
- Seats in use
- 118% of plan
- API volume
- 141% of plan
- Renewal date
- Five months out
Signal Today, 07:30
A team running past its plan is an expansion conversation, not a renewal risk.
The overage is already in the invoice. Opening the conversation now is cheaper for them than the true-up.
Task Owner assigned
Open the tier conversation
What gets in the way, and what replaces it.
The renewal conversation starts in month eleven, when the leverage is gone.
An agent watches contract dates against consumption and opens the conversation while the usage is still the argument.
Automate →Usage lives in the product database, entitlements in billing, and the contract in the CRM.
All three are connected and read together, so the signal has the usage curve, the overage total, and the end date in one place.
Connect →Expansion motions get rebuilt from scratch by whoever owns the account.
Usage summary, right-size call, proposal, signature follow-through. One sequence, run the same way every time.
Execute →3
systems set the timing: product usage, billing, and the contract
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