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AI agent for account managers

Sales Renewal Commitment Review Agent

Account teams know every unfulfilled commitment before renewal.

ReportingSales
See how it worksGet access
Sales Renewal Commitment Review Agent: what goes in, what the agent does and what you get

What it does

Renewal conversations go badly when the account team forgets commitments the vendor itself did not fulfil, and the customer brings them up first. This agent starts 90 days before renewal. It maps every signed commitment, such as training sessions, integrations or service levels, to evidence of delivered outcomes. Planned or scheduled is not the same as delivered, so it looks for attendance records, completion tickets or reports. Commitments without evidence stay visible in the renewal brief, with what is missing and who owns it. It prepares the brief with usage facts and open obligations. The account manager decides on any offer or concession. Edge case: a commitment the customer itself postponed in writing is listed as postponed, not as missed.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Renewal 90 days out 2 USES A TOOL Extract signed commitments 3 USES A TOOL Map commitments to outcomes 4 CHECKS THE RESULT Is each commitment delivered with evidence? If not: keep it visible in the brief with what ismissing. Back to step 3. 5 DOES Prepare the renewal brief 6 YOU APPROVE Account manager approves offers 7 RESULT Renewal commitment evidence pack
Read the steps as a list
  1. Renewal 90 days out
  2. Extract signed commitments
  3. Map commitments to outcomes
  4. Is each commitment delivered with evidence?If not: keep it visible in the brief with what is missing. Back to step 3.
  5. Prepare the renewal brief
  6. Account manager approves offersThe agent waits here for your OK.
  7. Renewal commitment evidence pack

How it decides

It checks material obligations first.

  • Planned is not delivered; evidence is required.
  • Customer-postponed items are marked postponed.
  • Open obligations are never hidden from the brief.
  • Offers and concessions are the account manager's call.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Days before renewal to start (default 90)
  • Evidence sources (default: tickets, training records, SLA reports)
  • Brief format and length
  • Who approves offers (default: account manager)
  • Whether to recheck weekly until renewal (default yes)

What keeps you in control

It always asks you first

  • Renewal offers
  • Customer communication
  • Settlement

Hard limits

  • No offers.

It stops when

  • Done: brief ready.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensNinety days before the Harlow Group renewal on December 1, the agent maps 9 commitments. Training evidence shows attendance at 4 of 8 agreed sessions, so the check fails and the gap stays in the brief. The SSO integration ticket is closed with a test record. The account manager approves offering the 4 remaining sessions before renewal.

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