Ai1 Sales Automation
Renewal & Upsell Spotter
Ai1 monitors your client contracts, usage patterns, and satisfaction signals — then alerts you before renewals are due and generates personalised playbooks for retention and expansion.
Four Retention Dimensions
Ai1 doesn't wait for renewal conversations — it continuously monitors client health and expansion readiness so you're always ahead of the curve.
Renewal Forecasting
Tracks every contract end date, auto-renewal clause, and notice period — alerting your team 90, 60, and 30 days before each renewal with recommended actions.
Upsell Opportunity Scoring
Analyses usage patterns, feature adoption, and support interactions to identify clients who are ready for an upgrade, add-on, or expanded scope of work.
Churn Risk Detection
Monitors early warning signals: declining engagement, support ticket spikes, champion departures, and usage drops — flagging at-risk accounts before they churn.
Personalised Playbooks
Generates renewal and upsell talking points specific to each client: their usage data, past interactions, pain points, and which products or services align with their growth.
Four Steps to Revenue Retention
Connect Client Data
Ai1 integrates with your CRM, billing platform, and support tools — pulling contract dates, usage metrics, support history, and communication patterns.
Continuous Health Monitoring
AI analyses each client's health score daily: usage trends, support interactions, communication frequency, and feature adoption — building a 360° client view.
Alert & Recommend
Sends proactive alerts when renewals approach, churn risk rises, or upsell opportunities emerge — with specific recommended actions for each account.
Playbook Generation
Creates personalised renewal or upsell playbooks: what to say, which value points to emphasise, pricing recommendations, and competitive positioning.
Your Renewal Intelligence Includes
A proactive client retention system that protects revenue and identifies expansion opportunities — before the renewal conversation even starts.
Renewal Calendar
All upcoming renewals in a single view: contract value, renewal date, notice period, assigned owner, and recommended action — sortable by date, value, or risk level.
Health Scorecards
Per-client health scores based on usage, support, engagement, and satisfaction signals — with trend arrows showing whether health is improving or declining.
Churn Risk Alerts
Immediate notifications when a client's health score drops below threshold — with root cause analysis and suggested intervention strategies.
Upsell Opportunities
Clients scored by expansion readiness, with specific product or service recommendations based on their usage patterns and growth trajectory.
Renewal Playbooks
Account-specific talking points, value statements, and pricing recommendations — personalised to each client's situation and history.
Retention Analytics
Monthly metrics: renewal rate, expansion revenue, churn rate, average contract value change — tracked over time with benchmark comparisons.
"We lost our second-largest client because nobody noticed the contract was up for renewal until they told us they'd already signed with a competitor. Now Ai1 alerts us 90 days out — we haven't had a surprise churn since."
Explore All Ai1 Automations
See how Ai1 automates operations, sales, marketing, and strategy across your entire business.
View all automations →Reactive Renewals vs Ai1 Renewal Spotter
Ready to Protect Your Revenue?
Never lose a client to a missed renewal again — get proactive alerts, churn risk detection, and upsell intelligence for every account.