Studio Setups
Churn happens when you forget. We automate the renewal motion, creating tasks and alerts 90 days before a contract ends so you never miss a renegotiation window or an upsell opportunity.
Best For: Customer Success Account Management B2B SaaS
Auto-Create Renewals
When a deal is won, Attio automatically creates a "Renewal Opportunity" for 12 months later. It sits in the background until needed.
90-Day Trigger
Three months before expiry, the deal moves to "Upcoming." The account manager gets a task to schedule the QBR immediately.
Health Scoring
We pull product usage data into the renewal record. If usage is low, the renewal is flagged "At Risk" well in advance.
Expansion Prompts
We flag accounts that have hit 90% of their seat limit. Your team gets a prompt to upsell before the renewal conversation even starts.
