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Renewals and expansion shouldn't depend on heroic CSMs

Cadencia runs a consistent post-sale rhythm — tracking account health, surfacing churn risk early, and executing Renewal and Expansion Beats with explainable guardrails — so every account gets the right follow-through.

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Churn rarely happens. It sneaks up.

Most teams don't lose renewals because they didn't care — they lose them because the signals were scattered across inboxes, calls, docs, and half-updated CRM fields. By the time you notice risk, you're already negotiating from behind.

  • QBR prep means hunting for context across threads, notes, and meetings.

  • Health scoring lives in spreadsheets, or not at all.

  • Expansion opportunities get discovered late, or not captured consistently.

  • Renewals depend on individual habits, not a system-wide rhythm.

What you get

  • 01

    Renewal rhythm that actually happens

    Cadencia turns renewal milestones into an execution system — tasks, drafts, stakeholder mapping prompts, and internal checkpoints — delivered in a single daily view.

  • 02

    Account health and churn risk, with reasons

    Cadencia ties health to real evidence — recent meetings, unresolved threads, negative sentiment, stalled next steps, missing champions — and shows the why.

  • 03

    Expansion plays you can standardize

    When the account shows expansion signals, Cadencia recommends or runs the next best play — without forcing CS to become a full-time admin function.

Renewal Beat

Consistent touchpoints, zero scramble

Set your renewal window once. Cadencia runs the rhythm, so every account gets the right sequence of customer touches and internal prep, without you chasing it.

  1. 90 days out

    Stakeholder map refresh plus a “what changed” account brief

  2. 60 days out

    Value recap draft and mutual plan template, editable

  3. 30 days out

    Risk check, escalation recommendations, exec alignment prompt

  4. Procurement

    Next-step tracking and follow-up drafts referencing real commitments

Expansion Beat

Turn momentum into pipeline, without dropping renewals

Expansion is often the first thing to slip when renewals heat up. Cadencia makes expansion a repeatable motion: detect the signal, recommend the play, draft the outreach, and keep the opportunity moving.

  • Triggers

    • A positive meeting outcome captured in the timeline
    • New stakeholder joins the thread or attendee list
    • Increased engagement patterns
    • Notes indicating new initiatives, budget, or urgency
  • Plays

    • Confirm new initiative email draft
    • Multi-thread task: identify and engage additional stakeholders
    • Introduce AE or specialist, with context summary
    • Create expansion opportunity with recommended next step

Cadencia runs on events, so your rhythm stays current

Instead of waiting for humans to update fields, Cadencia reacts to what actually happens: emails received, meetings ended, stages changed, tasks completed. Those events trigger summaries, risk updates, and follow-up actions — so your customer record stays alive, and your next steps stay real.

  • 01

    Suggest-only

    For sensitive accounts or exec comms.

  • 02

    Approve-to-send

    For customer-facing messages.

  • 03

    Trusted autopilot

    For safe, repeatable workflows like internal tasks, reminders, and routing.

From reactive coverage to a predictable rhythm

Before CadenciaAfter Cadencia
Before CadenciaRenewal milestones tracked manually at 90, 60, and 30 daysAfter CadenciaRenewal and expansion work shows up in Today's Rhythm automatically, with why it matters
Before CadenciaCSMs forget to re-engage stakeholders until procurement shows upAfter CadenciaEvery important interaction is captured into a unified customer brain you can search and summarize
Before CadenciaRisk is gut feel, and leadership asks for a score you can't defendAfter CadenciaRisk and expansion signals are explained, logged, and turned into real follow-ups
Before CadenciaExpansion plays are inconsistent across segments and CSMsAfter CadenciaPlays run the same way for every account, at every stage

Objections, handled

  • Do we need perfect data to start?

    No. Cadencia is built so data hygiene improves as a byproduct of doing the work. Emails, meetings, and follow-ups automatically create a better timeline and cleaner records over time.

  • Will this spam our customers?

    Not by default. You choose autonomy levels, and every action is logged with the reason and evidence.

  • How do we roll this out?

    Start with one motion — the Renewal Beat for one segment — then expand to the Expansion Beat and broader account health.

Stop churn surprises. Start running a real customer rhythm.

Bring CS, Sales, and RevOps into one system without paying per seat. You only pay when pipeline becomes sales-qualified under your definitions.