Renewal exposure
$480K ARR
Renewal due on day 43.
Decision implication43 days to intervene.
Renewal Recovery / The first application
Which renewals need intervention?Who can actually act?
Connect revenue at risk with delivery readiness, team capacity, role fit, and decision authority. Review a feasible response before committing your team.
An illustrative Renewal Recovery assessment
Acme / Current assessment
One renewal. Three conditions to reconcile.
Delivery risk
7 days late
Go-live forecast: day 50. The operating model requires go-live before renewal.
Day 50 − day 43Recovery needs a delivery plan.
Modeled workload
80%
96 hours of work ÷ 120 hours of effective capacity.
Overload rule: above 100%Capacity supports further review.
Trace the capacity model
80% is derived, not read from a system.
Account demand and effective supply use explicit assumptions. A roster count alone misses the effect of ramp.
- CRM / Assigned book
- 8 enterprise accounts × 12 hours per account = 96 hours demand
- HRIS / Role, FTE, start date
- 1.0 CSM FTE, started two months ago
- OpX model / Supply + ramp
- 160 hours per FTE × 75% ramp = 120 hours capacity
- Workload
- 96 ÷ 120 = 80%
Recommended review
Prepare a delivery recovery plan.
Review an owner with available capacity and resolve the delivery gap before renewal. Available capacity alone does not make the renewal safe.
- Who
- Account owner + delivery lead
- When
- Before the day 43 renewal
- Authority
- Senior approval before outreach
OpX frames the decision. Your team approves the response; people and existing workflows own execution.
Evidence Illustrative operating data
Current product and data boundaries
Keep decisions current
A changed fact can change the right response.
An owner’s assigned book falls from eleven enterprise accounts to eight. Under the same model, workload falls from 110% to 80%.
The capacity-only case for reassignment no longer holds. The delivery risk still needs a plan. Retaining the earlier assessment makes the change explainable.
Illustrative reassessment / Same assumptionsPrevious assessment Updated source fact
110% workload
11 × 12 hours ÷ 120 effective hours
Review capacity-driven reassignment80% workload
8 × 12 hours ÷ 120 effective hours
Withdraw the capacity-only recommendationBoth assessments stay in the history.
A scoped first engagement
Make usefulness measurable.
Agree what a useful decision looks like before introducing more applications or broader automation.
- 01 / Define
The decision
Choose the renewal population, sponsor, review window and approval owner.
- 02 / Evaluate
The evidence
Reconcile authorized records and reviewed model assumptions. Identify missing or unsupported inputs.
- 03 / Validate
The response
Review recommendations with the operator. Measure effort, acceptance and outcomes against agreed criteria.
Before we start
A clear scope. An explicit boundary.
Explore the practical details
01 / The buyer
Who is Renewal Recovery for?
COOs, Chief Customer Officers and Customer Success leaders who need to protect renewals while deciding where scarce delivery and executive capacity will have the most impact.
02 / Your existing stack
Does OpX replace my CRM or delivery tools?
No. Those systems retain their source records. OpX connects their evidence with workforce context and explicit operating rules to support a decision across them.
03 / The starting point
What data do we start with?
A bounded package of authorized renewal, delivery, and workforce records, plus the capacity assumptions and approval rules reviewed with your team. Current intake uses authenticated file transfer.
Read about data handling →04 / Human authority
Does OpX act autonomously?
A recommendation is not permission to execute. Your team reviews the evidence and approval requirements. People and configured workflows own execution; OpX does not dispatch work to AI agents today.
05 / Evidence & validation
Are these customer results?
No. The Acme case uses illustrative data and explicit model assumptions. A first engagement must validate source quality, operator usefulness and measurable outcomes on authorized customer data.
Start with one decision
Bring one renewal. Leave with a reviewable decision.
One renewal. One authorized source package. One reviewable decision.
