Description
Build a prioritized renewal and expansion review from contract timing, product usage, support, billing, and confirmed commercial signals. The playbook applies visible thresholds, preserves cited evidence, identifies missing data, and proposes one owner-reviewed action per account without predicting renewal probability.
Choose the level of support you need
| Option | Price | What it includes |
|---|---|---|
| Digital implementation kit | $695 one time | Complete Version 2.0 downloadable implementation kit for one named organization. |
| Guided setup | +$1,995 — $2,690 total | Two 60-minute sessions, scope and field-map review, one sample-output review, and one consolidated revision. ENC effort is capped at 8 hours. |
| Custom implementation | From $7,500 | A scoped configured workflow, testing, human review step, handoff documentation, and training. Request an implementation quote. |
Best for
VPs of Customer Success and retention leaders whose contract, usage, support, and billing data already join to a stable account ID and owner.
What this release covers
One product line, one account per run, comparable usage windows, approved thresholds, and an internal owner review. The release scores explicit signals; it does not predict churn or renewal likelihood, change contracts, offer discounts, or contact customers autonomously.
What you receive
The Version 2.0 kit includes an editable Word guide and PDF, a measurement scorecard workbook, START HERE instructions, a no-code setup path, a technical build guide, starter n8n nodes and reference scripts, input and output schemas, CSV templates, synthetic examples, and 35 automated acceptance checks.
License and support
One purchase licenses this release to one named organization, its employees, and contracted implementers. Source materials may not be resold, sublicensed, or redistributed. File-access and documented-defect help is included for 30 days.
Business results depend on your data, configuration, review process, and adoption. Examples use synthetic data; no revenue, savings, or performance result is guaranteed.

