Renewal Risk Cabinet
v0.1.0Structured renewal management command center that surfaces upcoming renewals, risk levels, expansion potential, and required actions across 90/60/30-day windows. A CSM agent and a Workflow agent replace the manual renewal tracker spreadsheets, Gainsight notes, and quarterly renewal fire drills. Every renewal has an action plan on disk.
Renewal Risk Cabinet
agents
Renewal CSM
.agents/renewal-csm/
Renewal Competitor Watch
0 8 * * 1
Weekly Renewal Risk Sweep
0 8 * * 1
Renewal Workflow Agent
.agents/renewal-workflow/
Daily Renewal Escalation Check
0 7 * * 1-5
2
Agents
3
Jobs
1
Depts
10
Pages
Owns renewal risk assessment and the customer-facing action plan for every account in the 90/60/30-day window — from identifying blocking issues to writing the expansion narrative and sequencing the Workflow agent.
Orchestrates data collection across CRM, contracts, support, and usage analytics for every renewal account — ensuring the Renewal CSM always has fresh, sourced inputs and that action items in renewal plans are tracked to completion.
Renewal Risk Cabinet
A structured renewal management operation: a CSM agent and a Workflow agent scan every account in the 90/60/30-day renewal window each week, assess risk level, surface expansion opportunities, and produce a board view with action owners and deadlines. Every renewal has a written action plan. No renewal should surprise anyone.
Keep your CRM, contracts database, and support system. Replace the renewal-tracker spreadsheets, the Gainsight notes nobody reads, and the quarterly "wait, that's up for renewal?" fire drill.
The team
- [[.agents/renewal-csm]] — Renewal CSM. Owns the renewal risk assessment, expansion identification, and the customer-facing action plan for each renewal in the window.
- [[.agents/renewal-workflow]] — Renewal Workflow Agent. Orchestrates the data pull across CRM, contracts, support, and usage analytics — and ensures action items are tracked to completion.
Recurring rhythm
| Cadence | Job | Owner | Output |
|---|---|---|---|
| Weekly (Mon 08:00) | [[.jobs/weekly-renewal-sweep]] | Renewal CSM → Workflow | Full renewal board refreshed; action plans updated |
| Daily (Mon–Fri 07:00) | [[.jobs/renewal-escalation-check]] | Renewal Workflow | 30-day accounts re-checked for blocking issues; escalations flagged |
| Weekly (Mon 08:00) | [[.jobs/competitor-watch-renewals]] | Renewal CSM | Competitor mention sweep across renewal accounts; counter-narratives |
How to run the demo
- Open the [[board]] — the renewals board: upcoming timeline, $ at risk, risk level, expansion potential, action owner, and days to renewal.
- Browse
renewals/— the individual renewal action plans the weekly job produces. - Check
renewals/index.mdfor the full 90-day pipeline.
Connectors
Required: CRM (Salesforce / HubSpot — contract terms, ARR, renewal dates), contracts database (DocuSign / Ironclad), support (Zendesk / Intercom — open tickets), usage analytics (Amplitude / Mixpanel). Recommended: Gong (renewal call transcripts), Slack (escalation delivery), billing system (Stripe / NetSuite — payment history, usage overages, expansion signals).
Cross-cabinet link: Competitor context for renewal conversations is cross-referenced with [[../competitive-intelligence]].
Every artifact is a file
The Renewal CSM writes action plans to renewals/<account>-renewal.md. The board webapp reads these directly. Every renewal has a traceable plan with an owner, a date, and a blocking issue — not a Gainsight note that scrolls away.
$ git clone --filter=blob:none --sparse https://github.com/cabinetai/cabinets.git && cd cabinets && git sparse-checkout set renewal-risk