Renewal Manager Cockpit Health Forecast Save plays Portfolio

Save plays library

Every retention play the worker recommended across your book, and which kinds of play actually resolve to a renewal. Read-only — the worker proposes, you approve from the account.

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Which plays actually save

trailing 90 days

Play kind	Dispatched	Renewed	Churned	Open	Renewal rate
Exec sponsor intro	9	6	2	1	75%
Discount offer	7	5	1	1	83%
CSM check-in	6	4	1	1	80%
Feature unlock	5	4	0	1	100%
Annual prepay swap	4	3	0	1	100%
Downgrade to pause	3	1	1	1	50%

Descriptive activity reporting, not a controlled comparison. The recommender chooses which play each account gets, so the accounts behind each kind are self-selected — renewal rate reflects who got the play, not the play's causal effect.

Recommendations library

$642,000 ARR in play

Play All Discount offer 1 Feature unlock 1 Exec sponsor intro 2 CSM check-in 2 Downgrade to pause 1 Annual prepay swap 1

Lift High lift Medium lift Low lift All

cus_acme_robotics HIGH Exec sponsor intro High lift

Economic-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.

Anchors zendesk:ticket_4821 nps:survey_2026q2_acme

$148,000

ARR

cus_helix_cloud MED Feature unlock High lift

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.

Anchors stripe:in_helix_seats slack:C04HELIX/usage

$120,000

ARR

cus_brixton_labs HIGH Exec sponsor intro High lift

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.

Anchors nps:survey_2026q2_brixton

$96,000

ARR

cus_pelican_health MED CSM check-in Medium lift

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.

Anchors hubspot:deal_pelican

$84,000

ARR

cus_mailroom_inc HIGH Discount offer Medium lift

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.

Anchors stripe:in_mailroom_renew hubspot:deal_mailroom

$72,000

ARR

cus_cobalt_forge MED CSM check-in Medium lift

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.

Anchors slack:C04COBALT/handoff

$58,000

ARR

cus_iridium_lend LOW Downgrade to pause Low lift

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.

Anchors slack:C04IRIDIUM/pause

$36,000

ARR

cus_meridian_pay LOW Annual prepay swap Low lift

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.

Anchors stripe:in_meridian_usage

$28,000

ARR