1
90-day engagement-pulse alert
Outsolvi fires a pre-renewal alert 90 days before contract date with the trailing 90-day Tier 1 engagement trend per account.
All Workflows
Workflow Pattern5-step pattern
Pre-Renewal Engagement Pulse
Who this is for
A CSM wants a repeatable cadence for surfacing renewal risk early enough to intervene meaningfully.
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Renewal risk has an asymmetric timeline. Surfaced at 60 days, the CSM has time to repair the champion relationship, escalate to a sponsor, or rebuild the value story. Surfaced at 14 days, the CSM can only ask for a delay and hope.
The pre-renewal engagement-pulse pattern starts the risk-surfacing motion at 90 days out and uses engagement-velocity decay as the trigger.
The problem this pattern solves
CSMs typically work renewals by contract-date order, starting 30-45 days out. By that point, at-risk renewals have already missed the meaningful intervention window.
The pattern
2
Risk-tier triage
CSM triages the cohort by engagement trend: stable + high = healthy; declining = at-risk; flat-low = quietly disengaged.
3
Risk-tier playbook
Healthy renewals get the standard renewal motion. At-risk renewals get an executive-sponsor outreach and a value-recap touchpoint. Quietly disengaged renewals get a sponsor escalation immediately.
4
Champion-departure detection
Throughout the 90-day window, Outsolvi flags champion email bounces, OOO replies with role-change language, and engagement transfer to new addresses.
5
Renewal-cycle close
Track per-account renewal outcomes against the 90-day risk-tier classification; calibrate the classifier each quarter.
How Outsolvi enables it
Outsolvi's engagement-velocity dashboard plus champion-departure detection is the prerequisite. Without trailing 90-day Tier 1 trend data, the risk-tier triage at day 90 cannot be done.
Pattern variations by stage
Mid-market renewals
90-day pulse is the standard. Mid-market deals have enough engagement volume for the trend to be informative.
Enterprise renewals
Extend pulse to 120 days; enterprise renewal motions need longer runway for executive-sponsor outreach.
SMB renewals
Compress pulse to 60 days; SMB engagement-velocity trends saturate fast and longer windows add noise.
Frequently asked questions
What if engagement is normal-low because the customer just doesn't email much?+
The classifier is trend-based, not absolute. A low-engagement customer with stable engagement is healthy. A drop from low to zero is the risk signal.
Does this work without a CSM platform like Gainsight?+
Yes. Outsolvi's engagement-pulse alerts run independently and can complement or substitute for a CSM platform's health-score outputs.
Put this workflow to work
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Try Pre-Renewal Pulse with Outsolvi
14-day free trial, no credit card. Tier 1 to 5 confidence scoring, hot-lead alerts, AI reply sentiment, native Outlook + Gmail.
Start 14-Day Free TrialNate SummersCo-Founder, Outsolvi
Nate built Outsolvi after watching every email-tracking tool he had ever used lie to him about opens. Outsolvi runs Tier 1 to 5 confidence scoring on every open, native in Outlook and Gmail, so the number on the dashboard is one a rep can actually act on.
Last reviewed June 9, 2026Editorially independent
We update these pages when the underlying mechanics change. new mailbox-provider rules, new tracker behavior, new measurement gaps. The dates above are real revisions, not auto-touches.