Self-paced course3 Modules8 Lessons

Renewal & Expansion Operations

Build AI-native renewal systems that detect churn signals early, automate renewal timelines, and surface expansion opportunities before customers start shopping alternatives. Based on the renewal playbook framework.

Preview First Lesson Free

Also included with Pro membership — $299/mo

Course Modules

3 modules, 8 lessons

Module 1Free Preview

Why Renewals Fail

Understand the structural problems that keep renewal rates stuck in the mid-80s: data decay, misleading health scores, and feedback cycles that are too slow to catch risk.

3 lessons

Start →

Module 2Pro

Building AI-Native Renewal Systems

Build the three core AI-native capabilities that transform renewal operations: usage decline detection, stakeholder turnover tracking, and expansion signal qualification.

3 lessons

Start →

Module 3Pro

Operating the Renewal Machine

Learn the implementation sequence that ensures each capability builds on the previous one, and the metric framework that drives continuous improvement in retention and expansion.

2 lessons

Start →

What You'll Learn

Decompose your retention number to reveal the true cost of your current renewal process
Build an outcome-based health scoring model validated against your historical churn data
Implement automated detection for the three churn signals that predict failure 6-8 weeks early
Design triggered playbooks that respond to risk signals without depending on CSM attention
Build an expansion signal detection system that converts at 3x manual identification rates
Operate a three-metric framework (GRR, NRR, expansion rate) that drives continuous improvement

Downloadable Resources

PDF worksheets and templates included with this course

Renewal & Expansion Operations — Complete Worksheet

PDF · ~420 KB

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Included in worksheet

8 in-depth lessons with practical frameworks and implementation guides

Health score model template with validated signal weights

Expansion signal qualification framework

Renewal timeline automation blueprint

Need hands-on help?

Our sprints deploy these systems into your stack.

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Course Modules

3 modules, 8 lessons

Module 1Free Preview

Why Renewals Fail

Understand the structural problems that keep renewal rates stuck in the mid-80s: data decay, misleading health scores, and feedback cycles that are too slow to catch risk.

3 lessons

Start →

Module 2Pro

Building AI-Native Renewal Systems

Build the three core AI-native capabilities that transform renewal operations: usage decline detection, stakeholder turnover tracking, and expansion signal qualification.

3 lessons

Start →

Module 3Pro

Operating the Renewal Machine

Learn the implementation sequence that ensures each capability builds on the previous one, and the metric framework that drives continuous improvement in retention and expansion.

2 lessons

Start →

What You'll Learn

Decompose your retention number to reveal the true cost of your current renewal process

Build an outcome-based health scoring model validated against your historical churn data

Implement automated detection for the three churn signals that predict failure 6-8 weeks early

Design triggered playbooks that respond to risk signals without depending on CSM attention

Build an expansion signal detection system that converts at 3x manual identification rates

Operate a three-metric framework (GRR, NRR, expansion rate) that drives continuous improvement