Step 1 · Through the renewals view

Clarity in five simple movements.

Click Fact and Fiction on the active card. Use the arrows or click a side card to bring another movement to the front.

OMovement 1

Business Outcome

A specific, measurable, written-down outcome the customer would defend at renewal · what they're getting today that they cannot afford to lose.

Identifying the specific, measurable objective the buyer must achieve. Without a defined Outcome, the deal is built on sentiment, not physics.

Movement 2

Metrics Move the Map

A renewal action plan the customer is editing in their own hand · expansion milestones, risk owners, and a renewal date the customer co-authored.

The specific numerical levers that drive executive decisions. We map the metrics that force a Yes from the economic buyer.

Movement 3

Insight

An observation about the customer's own usage, value, or risk that they would not have brought themselves · and that they now repeat back in their own meetings.

Compelling, forensic observations that challenge the status quo and inspire the customer to take immediate action.

QMovement 4

Quantify

Cost of churning vs. value of staying · in numbers the customer's own finance team validated. The switching cost is theirs, not ours.

Calculating the cost of status quo versus the value of action. The financial weight behind the decision to move.

LMovement 5

Link Leadership Level

Peer-to-peer executive linkage at the renewal level · the customer exec who will defend the line item when budget cuts come down in Q4.

Elevating the deal to the level that can authorize spend. We bridge the gap between technical champion and executive authority.

Run a renewal

Five questions. One truth.

Score this renewal against buyer evidence. The tier locks the moment you set the last slider · save it to roll into the report below.

SignalsTap to flip · risk chips force CRITICAL
O · Outcome

Has the customer named the business outcome they expect at this renewal?

0 pt
Evidence · what proves this score?
Question 1 of 5
Live scoreCRITICAL
0/ 10
At risk. Salvage or call it.

Two or more checkpoints are unsupported by buyer action. Treat as live risk · escalate, validate value, and either rebuild the case or remove it from the forecast.

0% rollup

Jump to report
Renewals Dashboard

Every renewal,
actioned by evidence.

Filter by region, stage, or owner. The tiers and dollars update as you go · export the whole book in one click.

No renewals saved yet. Score one above and it lands here · the tier, the dollars, and the per-pillar gap.

90-day adoption arc

From Guided to Expert to automatic.

Three months. Three milestones. Renewals managers graduate from guided mixer → expert mixer → MIQL inside Copilot, Gong, and Highspot. By month three the audit takes seconds, not minutes, and it lives in the workspace the team already trusts.

  1. 01 · MONTH 1 · GUIDED MODE

    Learn it in guided.

  2. 02 · MONTH 2 · EXPERT MODE

    Graduate to expert.

  3. 03 · MONTH 3 · IN THE LLM

    Live in the workspace.