Renewal Prep
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.
Connects with
Connect these once. Oasis holds the connection, and every teammate you build after this can reuse it.
SalesforceRequired
HubSpotRequired
ZendeskRequired
Google DocsRequired
- +Custom toolConnect any other tool from thousands of available integrations.
How it runs
- Runs on
- Its own computer
- Browser
- Built in
- Apps
- Salesforce, HubSpot, Zendesk, Google Docs
- Category
- Operations
- Customer Success
- Renewal
- Prep
Frequently asked questions
What does Renewal Prep Teammate assemble before a renewal conversation?
It gathers delivered value with real numbers, support and escalation history, contract terms including the notice deadline and current stakeholders.
Why does Renewal Prep Teammate check whether the original champion is still at the account?
A departed champion is a major renewal signal that teams often miss, so the briefing puts it at the top when applicable.
Can Renewal Prep Teammate show how account stakeholders changed since signing?
Yes. It compares who the stakeholders are now with who was involved at signing.
Which records can Renewal Prep Teammate combine into an account briefing?
Salesforce, HubSpot, Zendesk and Google Docs are the listed toolkits for contract, CRM, support and briefing material.
Teammates like this one
Expansion Signal Detector
Spots 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.
Try this Teammate
Oasis PlatformOperationsQBR Builder
Assembles 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.
Try this TeammateOasis PlatformOperationsChurn Risk Scanner
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.
Try this TeammateOasis PlatformOperationsInterview Prep Brief
Gives 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.
Try this TeammateOasis PlatformOperationsSupport Copilot
A generalist for a support team. Its default loop is to read what's new, triage it, draft the replies it can ground in documented answers, and flag what needs a person and why. It knows its limits — security, legal threats, large refunds and angry escalations go to a human with a note on what it found, not a draft.
+1
Try this TeammateOasis PlatformOperationsCustomer Onboarding Nudges
Watches new accounts through activation and nudges the ones that stall. It identifies the specific step they're stuck on from their actual usage rather than days since signup, and addresses that step with the relevant guide or a concrete offer of help. It stops after three ignored nudges, and escalates high-value stalled accounts to a human instead of emailing them again.
Try this TeammateOasis PlatformOperationsResume Screener
Screens applicants against the role's actual requirements, with the evidence quoted from the resume for each one. Criteria are agreed before screening and applied identically to every candidate, because an inconsistent screen is worse than none. It assesses only job-relevant qualifications — never name, age, gender, photo, university prestige or employment gaps — and produces a recommendation for a recruiter, never a decision.
Try this TeammateOasis PlatformOperationsIntercom Conversation Triage
The same discipline for live chat, where speed matters more. It classifies each conversation by intent, drafts the answer where your docs already have one, and prioritises by who's waited longest against their tier. Cancellation intent and anything angry enough to churn goes straight to a human.
Try this TeammateOasis PlatformOperationsEscalation Detector
Watches your open tickets for the ones going wrong before the customer escalates for you. It looks at the real predictors — sentiment worsening across replies, the customer repeating themselves, exchanges piling up without resolution, executive contacts appearing on the thread. Each at-risk ticket comes with the specific line that changed its read, so the warning is actionable.
Try this TeammateOasis PlatformOperationsZendesk Ticket Triage
Reads every incoming ticket and works out what it's actually about, which is often not what the subject line says. It tags against your existing taxonomy, sets priority from impact and customer tier together, and routes to the queue that can solve it. Anything mentioning data loss, security or legal is escalated immediately rather than triaged.
Try this TeammateOasis PlatformOperations
Put Renewal Prep to work today
Add it to your Oasis, review its setup, and hand it the first task.