No renewal slips
through the cracks again.
Renewal revenue is the easiest dollar to lose. A missed reminder, a stale price, a CSM on vacation — and a customer churns by accident. A Loomal agent watches the contract dates, pulls renewal terms from the vault, and reaches out with the right offer before anyone forgets.
API Primitives used
vault_getStore renewal terms securely
Contract end dates, current pricing, and uplift rules live in the encrypted vault. The agent reads them on demand without a human pulling spreadsheets.
calendar_listWatch the renewal window
Agent uses calendar entries as renewal triggers — 90, 60, 30, and 14 days out — and steps through each touch automatically.
mail_sendReach out at the right moment
Each touch is sent from the CSM's agent identity with a personalized message, the new pricing, and a one-click acceptance path.
Renewals fall through the cracks.
Renewal management is a calendar problem disguised as a sales problem. Every customer has a date on the contract. Every team has a CSM responsible for that date. And every quarter, somebody misses one — because the date lived in a spreadsheet, the CSM was on PTO, and the customer never got the reminder until they were already shopping for a replacement.
The fix isn't a renewal dashboard nobody opens. It's an agent that owns the calendar, the pricing data, and the outbound message — and runs the entire sequence autonomously while the CSM focuses on the accounts that actually need a human.
How to build it.
vault_getTrack dates and terms
Each contract becomes a vault entry with the renewal date, current MRR, uplift percentage, and any negotiated terms. The agent owns the source of truth.
calendar_listTrigger on the calendar
Renewal milestones are scheduled events. The agent wakes up on each milestone and decides whether to send, escalate, or hand off to the CSM.
mail_sendSend the renewal touch
Personalized message, new pricing, and a clear next step — all sent from the CSM's agent identity, threaded against the customer's contact.
Example prompt
“Check every contract in the vault. For any renewing in the next 60 days, draft a renewal email at our standard 7% uplift, send it from my agent's address, and notify me of any customer that hasn't responded within 10 days.”
What CS teams build.
Multi-touch renewal sequence
Agent runs a 90/60/30/14 day sequence per account, escalating tone as the date approaches and pinging the CSM at the final touch.
Tiered uplift logic
Agent applies uplift rules per segment — flat for SMB, negotiated for enterprise — based on policies stored in the vault.
At-risk detection
If a customer goes silent, the agent flags the account, pulls usage data, and routes a save-play to the CSM with full context.
Auto-renewal confirmations
For accounts on auto-renew, the agent sends the legally required notice, logs delivery, and updates the contract record.
Procurement follow-through
Agent threads with procurement contacts, sends required forms, and chases purchase orders inside the same conversation.
Why renewals belong to an agent.
Renewals are repetitive, time-sensitive, and unforgiving. They're the textbook job for an agent — except agents have historically had no way to hold contract data, watch dates, or send mail from a real address. Loomal is what makes that loop possible.
Each renewal lives entirely inside one identity: the vault holds the terms, the calendar holds the dates, the inbox holds the conversation. Revoke the agent and every renewal stops cleanly. Audit any touch and the full chain — human, org, agent, action — is right there.
Contract terms encrypted
All renewal data is AES-256-GCM encrypted in the vault, scoped to the CSM's agent identity.
Audit per renewal touch
Every email, calendar trigger, and vault read is logged with timestamp and delegation chain.
Revoke instantly
When a CSM leaves, revoking their identity stops every renewal sequence in flight — no orphaned outreach.
Stop losing renewals to missed reminders.
Calendar-driven, vault-backed, fully autonomous renewal sequences.