Problem How it works Agents Outcomes Delivery
The Renewal Blueprint

Your renewal motion is a revenue risk the board hasn't priced in.

Most B2B SaaS companies discover at-risk ARR within 30 days of renewal — too late to save it. The Renewal Blueprint deploys three certified agents that detect risk 90 days earlier, trigger the right executive playbook automatically, and put ARR exposure on the board agenda before it becomes a downgrade.

See the 30-day deployment
+48%
GRR Lift, year one
90 days
Earlier Risk Detection
30 days
Deployed & Live

Where gross revenue retention breaks down.

Four predictable failures explain the difference between a 92% GRR and a 96% GRR. Each one is invisible to the CFO until the renewal is already lost.

Signal gap

No early warning system

Health scores update quarterly. Usage anomalies surface in dashboards no one opens. By the time risk is "known," the customer has already evaluated alternatives.

Industry benchmark: 71% of at-risk accounts are identified inside the final 30 days of renewal.
Process gap

Reactive playbooks

CSMs run a generic save motion regardless of what actually broke the relationship. The playbook fires when leadership escalates — not when the signal warrants it.

Result: Inconsistent saves, burned-out CSMs, lost institutional learning.
Visibility gap

ARR risk invisible to the board

The forecast in CRM tracks closed-won. Nothing tracks the probability-weighted ARR at risk in the next 90 days. CFO conversations stay anecdotal.

Board signal: Renewals show up as a "miss" — never as a managed exposure.
Execution gap

Playbook inconsistency

Top CSMs save 85% of at-risk accounts. The bottom quartile saves 40%. The difference is execution discipline, and it isn't transferable through training alone.

Cost to serve: Variance hides as headcount cost — the EBITDA bleed compounds.

A three-phase deployment. Live in 30 days.

No platform migration. No multi-quarter consulting engagement. We architect the risk model, deploy the agents into your CRM and CS platform, then calibrate against one renewal cycle of proof.

01
Days 1–10 · Risk Architecture

We score every renewal account against your ARR.

Working from your CRM, CS platform, support tickets, and product telemetry, we build the scoring model that quantifies renewal risk per account — and outputs total ARR exposure for the next 90 / 180 / 360 days.

  • Risk scoring model
  • ARR exposure baseline
  • Data integration spec
  • Executive briefing
02
Days 11–25 · Agent Deployment

Three certified agents go live — monitor → co-pilot → autonomous.

Agents start in monitor mode (observe, don't act), graduate to co-pilot (recommend, human approves), and progress to autonomous on the workflows your team certifies. You stay in control of the autonomy ceiling.

  • Risk Scoring Agent
  • Playbook Trigger Agent
  • Forecast Intelligence Agent
  • CRM & CS-platform config
03
Days 26–30 · Calibration & Handoff

Board-ready ARR reporting from day 30.

We calibrate against your live renewal cycle, certify the autonomy ceiling per agent, train your CS leaders on the executive playbooks, and stand up the board-facing ARR-at-risk view that your CFO will defend in quarterly reviews.

  • Calibration report
  • Board ARR dashboard
  • Playbook certification
  • Quarterly review cadence

Three certified agents. One outcome: GRR.

Each agent ships in monitor mode and graduates to autonomous as your team certifies it. Every action is auditable, every recommendation traces back to the underlying signal.

Risk
Risk Scoring Agent
Continuously scores every account; flags risk 90 days earlier than manual review.

Inputs

  • Product usage telemetry
  • Support ticket volume & sentiment
  • Executive engagement (calls, QBRs)
  • NPS / CSAT history
  • Contract & billing signals

Outputs

  • 0–100 risk score per account
  • Driver attribution (which signal moved)
  • Probability-weighted ARR at risk
  • Account-level explanations for the CSM

Triggers

  • Score crosses risk threshold
  • Signal velocity (rapid degradation)
  • Renewal window opens (T-180, T-90)
  • Executive sponsor change detected
Financial outcome: 90-day earlier detection window. Saves typically run at 65–80% on accounts caught in that window vs. 15–25% caught at-renewal.
Trigger
Playbook Trigger Agent
Matches risk signal to the right executive playbook — and runs it.

Inputs

  • Risk score + driver attribution
  • Account segment & ACV tier
  • CSM book of business state
  • Historical save patterns

Outputs

  • Matched playbook (exec brief, save plan, escalation)
  • Suggested next actions in CRM
  • Drafted exec outreach
  • Escalation routing (CSM / CCO / CRO)

Triggers

  • Risk Scoring Agent flag
  • Manual escalation by CSM
  • Renewal milestone (T-90, T-60, T-30)
  • Executive sponsor change
Financial outcome: Closes the execution gap between top and bottom CSMs. Eliminates the playbook variance that hides as headcount cost and degrades EBITDA.
Board
Forecast Intelligence Agent
Turns account-level risk into a board-defensible ARR exposure forecast.

Inputs

  • Account-level risk scores
  • Renewal calendar & cohort data
  • Save-rate history by segment
  • Pricing & expansion intent signals

Outputs

  • Probability-weighted GRR forecast
  • Probability-weighted NRR with expansion
  • ARR-at-risk waterfall (commit / best / worst)
  • Board-ready dashboard & talk track

Triggers

  • Weekly CFO refresh
  • Monthly board pack generation
  • Material change in ARR exposure
  • Ad-hoc CFO query
Financial outcome: Renewals move from "miss surprise" to managed exposure. CFO and board gain a defensible GRR / NRR forecast they can underwrite.

What the board cares about.

Four outcomes the Blueprint is engineered to deliver — measured against your baseline, reported against your renewal cycle, defensible in any quarterly review.

+48%
GRR Lift
Year-one gross revenue retention lift on the addressable book — the difference between a 92% and a 96% renewal year.
90 days
Earlier Detection
From "discovered at-renewal" to "flagged 90 days before the window opens" — the window where saves actually work.
30 days
To Live Agents
Three certified agents in production in one calendar month. No platform migration. No multi-quarter project plan.
35×
ROI in 12 Months
Saved ARR plus CS efficiency gains, net of engagement cost. Underwritten against your baseline, not industry averages.
The NRR story. GRR is the floor. Once renewal risk is contained, the same signal architecture surfaces long-tail expansion opportunities — usage acceleration, multi-product fit, executive buying intent. That's where NRR > 115% lives.

Three ways to deploy. Outsource the operating layer — or run it yourself.

The Renewal Blueprint is the same architecture either way. The question is who operates the co-pilot — your team, Leverbuilt's team, or a bridge between the two. Most customers start with outsourced co-pilot because the agents in their stack haven't been delivering the cost reduction; outsourcing the operating layer fixes that on day one.

Mode 1

Insource

You operate · We deploy

We architect the agents, deploy them into your CRM and CS platform, certify your team in 30 days, then hand off. Standalone Blueprint engagement, fixed-fee.

Best for: Teams with operating bandwidth and a clear internal owner.
Mode 2 · Primary

Outsourced co-pilot

We operate · You see results

Leverbuilt operators run the co-pilot for you — supervising the agents, executing the playbooks, reporting to your CFO every week. Monthly retainer linked to GRR and ARR-at-risk outcomes.

Best for: Teams whose AI is already in the stack but not yet in the P&L.
Mode 3

Hybrid bridge

We operate · You build the muscle

Leverbuilt operates the co-pilot for 6–12 months while we coach and certify your team into the seat. Clean transition milestones, no dependency lock-in.

Best for: Teams scaling a CS function and building the operating discipline.
Next step

Ready to protect your GRR before the next board cycle?

A 15-minute intake. A 45-minute scoping call. A 30-day deployment. One renewal cycle of proof — measured against your baseline.

See how it works for my ARR