Renewal Intelligence

Executive Renewal Summary

Synthesized from Renewal Intelligence v1.2 output

PulseIQ analyzed 1,000 customer accounts representing $845.9K in annual recurring revenue.

The renewal prediction model identified 333 High and Critical renewal-risk accounts representing approximately $275.0K in ARR requiring proactive engagement.

Renewal activity peaks in December 2026 with 105 scheduled renewals, indicating where Customer Success capacity should be prioritized.

Recommended priorities include executive outreach for Critical accounts, structured renewal planning for High-risk customers, and proactive QBR scheduling for Medium-risk accounts.

Key Observations

Signals ranked by model contribution

  • Contract structure drives risk

    299 of 333 high-risk accounts are on month-to-month contracts — the strongest churn signal in the model.

  • Engagement gaps

    141 high-risk accounts have not had a QBR in over 90 days, correlating with lower renewal probability.

  • Open escalations

    88 high-risk accounts carry at least one active escalation and should be routed to support leadership.

  • Value concentration

    Medium business-value accounts hold $172.7K of the at-risk ARR across 406 accounts.

  • CSM load

    Jordan Lee owns the highest exposure at $80.5K across 72 high-risk accounts.

Recommended Plays

Recommended Customer Success action coverage across the portfolio

  • Continue Standard Success Plan393$333.1K
  • Schedule Success Plan Review302$249.6K
  • Increase Product Adoption Outreach274$237.7K
  • Immediate Executive Escalation31$25.4K

Highest ARR Exposure

Accounts ranked by ARR × churn probability

  • PulseIQ Customer 3443

    Manufacturing · renews Jul 21, 2027 · Morgan Chen

    Critical$1.1K

  • PulseIQ Customer 2323

    SaaS · renews Dec 12, 2026 · Jordan Lee

    High$1.1K

  • PulseIQ Customer 4462

    Manufacturing · renews Mar 8, 2027 · Jordan Lee

    High$1.1K

  • PulseIQ Customer 3352

    Manufacturing · renews Apr 24, 2027 · Jordan Lee

    Critical$1.1K

  • PulseIQ Customer 0600

    Financial Services · renews Mar 17, 2027 · Jordan Lee

    Critical$1.1K

  • PulseIQ Customer 4009

    Retail · renews Apr 25, 2027 · Alex Rivera

    High$1.0K

  • PulseIQ Customer 3062

    Healthcare · renews May 6, 2027 · Taylor Morgan

    High$1.0K

  • PulseIQ Customer 4824

    Retail · renews Oct 20, 2026 · Taylor Morgan

    High$1.0K

Risk by Industry

At-risk ARR concentration

  • Retail$74.6K
  • Manufacturing$73.6K
  • Commercial Real Estate$59.3K
  • Financial Services$55.5K
  • SaaS$55.3K
333 high-risk accounts hold $194.7K of weighted exposure.