Biblioteca de planes de retención
Cada plan de retención que el trabajador recomendó en tu cartera, y qué tipos de plan realmente terminan en una renovación. Solo lectura: el trabajador propone, tú apruebas desde la cuenta.
Qué planes realmente retienen
últimos 90 días| Tipo de plan | Enviados | Renovados | Cancelados | Abiertos | Tasa de renovación |
|---|---|---|---|---|---|
| Presentación de patrocinador ejecutivo | 9 | 6 | 2 | 1 | 75% |
| Oferta de descuento | 7 | 5 | 1 | 1 | 83% |
| Seguimiento del CSM | 6 | 4 | 1 | 1 | 80% |
| Desbloqueo de función | 5 | 4 | 0 | 1 | 100% |
| Cambio a pago anual anticipado | 4 | 3 | 0 | 1 | 100% |
| Bajar a pausa | 3 | 1 | 1 | 1 | 50% |
Informe descriptivo de actividad, no una comparación controlada. El recomendador elige qué plan recibe cada cuenta, por lo que las cuentas detrás de cada tipo están autoseleccionadas: la tasa de renovación refleja quién recibió el plan, no el efecto causal del plan.
Biblioteca de recomendaciones
$642,000 de ARR en juegoEconomic-buyer NPS detractor plus a stalled renewal deal — a value-perception problem, not product failure. An exec-to-exec ROI conversation before the 2026-06-12 invoice is the move.
$148,000
ARR
Seat utilization fell from 78% to 41% after a reorg. Unlock the guided-onboarding feature for the new teams to re-activate the dormant seats before the renewal conversation.
$120,000
ARR
API volume down 58% MoM and a CTO NPS of 4 citing UI bugs. Loop in the exec sponsor to commit a fix timeline and a roadmap review.
$96,000
ARR
Salesforce sync has been down since 2026-05-04 and the billing contact has gone silent. A CSM check-in to reconnect the integration restores the data the buyer renews on.
$84,000
ARR
MAU down 31% and the billing contact is comparison-shopping. A time-boxed loyalty discount removes the price objection while the CSM re-establishes value.
$72,000
ARR
Champion moved to VP Engineering and the admin seat was never reassigned. A CSM check-in to re-seat the champion stops the silent drift before renewal.
$58,000
ARR
One sub-team paused its rollout this quarter. Rather than risk a full cancel, offer a temporary downgrade-to-pause on the unused seats to keep the logo and the data warm.
$36,000
ARR
API calls are 3.2x baseline on a monthly plan. Offer an annual-prepay swap with a modest discount to lock the expanding usage in for the year.
$28,000
ARR