Contract renewal early-warning dashboard for B2B SaaS account teams
Build a contract-renewal early-warning workflow for a B2B SaaS team. Its job: surface upcoming customer renewals along with account-health context so account owners (Account Executive, Customer Success Manager, and regional Engagement Manager) can act well ahead of each renewal instead of scrambling at the deadline. Triggers A tenant-authenticated dashboard webpage (e.g. GET /renewals) that shows every account with its days-to-renewal, milestone, health band, Professional Services status, and open support context. A JSON data endpoint the dashboard hydrates from client-side. A daily cron on working days (e.g. 08:00 Mon–Fri) that checks which accounts hit a renewal milestone that day and sends alerts. Core behaviour Join several data sources into one enriched account list: renewal dates, an overall health score, account owners/region, Professional Services flags, and recent support tickets. Compute days-to-renewal and a milestone bucket for each account. Fire alerts at defined milestones before the renewal date (e.g. 180 / 90 / 30 days), each with tailored guidance — at the earliest milestone, prompt owners to confirm whether the customer needs Professional Services; at later ones, send a standard renewal alert with health, PS, and support context, plus a link back to the dashboard. Group each day's due accounts into one digest per owner and send it to that owner via Slack — or your team's chat tool (Teams, email, etc.). Support a dry-run mode that previews digests without messaging. Include a sales-conversation-intelligence check (built with Gong — or your call-recording/CI tool) that scans call transcripts to detect whether Professional Services (implementation, training, migration) was actually discussed and explicitly offered, flagging accounts where a need surfaced but PS was never offered. Fold that signal into the dashboard and alerts. Data sources — pull account/renewal/health data from your CRM (e.g. Salesforce), Professional Services/opportunity data from your spreadsheet or ops tool (e.g. Smartsheet), support tickets from your helpdesk (e.g. Plain), and call insights from your CI tool (e.g. Gong). Start with mocked dummy data anchored to today's date so milestones appear immediately, then swap each loader for real API calls returning the same shapes. Keep the dashboard and data endpoints read-only; only the daily check should have side effects. Tools used: Salesforce, Smartsheet, Plain, Gong, Slack
What this prompt builds
A contract-renewal early-warning system for B2B SaaS teams that surfaces upcoming customer renewals alongside account-health context, Professional Services flags, and support history. The workflow joins data from CRM, helpdesk, call intelligence, and ops tools into a unified dashboard and fires milestone-based alerts to account owners 180, 90, and 30 days before each renewal. It includes a sales-conversation-intelligence check that flags accounts where Professional Services needs surfaced in calls but were never explicitly offered.
The problem
B2B SaaS account teams—Account Executives, Customer Success Managers, and Engagement Managers—often scramble at renewal deadlines because renewal information lives scattered across CRM, helpdesk, call recordings, and spreadsheets. Without a unified view of upcoming renewals, account health, Professional Services needs, and support context in one place, teams react late instead of preparing proactively. This workflow centralizes all renewal data into a single dashboard and fires milestone-based alerts (180, 90, and 30 days out) with tailored guidance, so account owners can act well ahead of each renewal. It also scans call transcripts to detect when Professional Services was discussed but never offered, surfacing missed upsell opportunities alongside health scores and support history.
Solution and impact
Account teams gain a single, always-up-to-date renewal dashboard that joins CRM, helpdesk, call intelligence, and ops data into one enriched view of every account's days-to-renewal, health band, Professional Services status, and open support tickets. Automated daily digests land in Slack at defined milestones with account-specific context and action prompts, moving teams from reactive fire-drills to proactive renewal planning. The built-in sales-conversation-intelligence check flags accounts where PS needs emerged in calls but were never formally offered, helping teams capture upsell revenue and improve customer outcomes before renewals close.