Renewal preparation briefing
Gets the account team ready weeks before the renewal conversation. It assembles the value delivered with real numbers, the support and escalation history, the contract terms including the notice deadline, and who the stakeholders are now versus at signing. If the champion who bought it has left, that goes at the top — it's the signal people miss.
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Flags accounts drifting toward cancellation while there's still time to act. It combines usage trend, active users, support sentiment, time since last contact and champion departures — and crucially compares each account to its own history, since an account that's always been quiet isn't a new risk. Each one comes with the evidence, the likely cause, the renewal date and a suggested play.
Oasis PlatformOperationsSpots the accounts ready to buy more — seats nearing the limit, new departments appearing, repeated use of higher-tier features, hiring in the function you serve. Each opportunity comes with the evidence, an estimated size, who to approach and a one-line opening that references the signal without being creepy about it. Accounts already in an expansion deal or flagged at churn risk are excluded.
Oasis PlatformOperationsAssembles the quarterly business review from your systems of record. It opens with progress against the goals the customer set last time, because that's their question — decks that open with your feature releases lose the room. Adoption is shown honestly, including where it stalled, with a proposal attached to every weak area.
Oasis PlatformOperationsGives the interviewer a single page on this specific candidate. It summarises their trajectory, then identifies what's worth probing — vague claims, unexplained transitions, areas where their experience only partly overlaps the role. The five questions it writes are tied to their background, since generic questions are already in the interview kit.
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