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Use case · Renewals and expansion

Start each renewal 90 days before the renewal date.

For renewals and expansion, foyai creates a room when the deal enters your renewal stage in Attio, drafts a recap of the value delivered from your recent calls with the customer, and adds a Renewal / expansion plan dated back from the renewal date. Your account manager reviews and publishes it. If the customer stops opening the room for 30 days, it is flagged as quiet so you can follow up.

Renewal / expansion plan Drafted at your Attio stage Quiet-room flag Whole renewal list at once
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Updated

The plan

Every step is dated back from the renewal date.

Enter the renewal date and every step of the Renewal / expansion plan is dated back from it. This is the template as it ships; cut or add steps per account.

  1. 90 days out: health review

    Your team reviews account health and usage before the customer hears the word "renewal", while there's still time to fix problems.

  2. 75 days: business review

    Outcomes achieved against the goals they bought for, reviewed together. The recap section foyai drafts in the room gives you a starting point for the prep.

  3. 60 days: who signs this year

    The customer confirms the renewal stakeholders and any procurement changes, so you hear about a new CFO or a new buying process two months ahead.

  4. 45 days: proposal and expansion options

    Renewal terms and the expansion case, delivered in the room next to the value recap.

  5. 30 to 10 days: approvals

    Commercial review, budget approval, then legal and procurement, each owned by a named person on their side.

  6. Signed, then the next plan

    Renewal signed five days out, and a success plan for the next period agreed a week after.

Room automation

Choose the Attio stage that starts a renewal draft.

Save a renewal room once, with the Renewal / expansion plan and the content you always send, then map your Attio renewal stage to it. When a deal enters that stage, foyai creates the room and drafts it from the account's calls.

foyai doesn't publish anything on its own: your account manager reviews the draft, edits it and publishes it. Each deal gets one automatic room, so a deal moving back and forth between stages won't pile up duplicates.

And if a renewal is marked Lost in Attio, the owner gets a Slack message asking whether to unpublish or archive the room.

Attio stageWhen a deal enters it
QualifiedCreate from template · New business room
Renewal dueCreate from template · Renewal room
ExpansionCreate from template · Expansion room
WonDon't create a room
LostDon't create a room

Stage and template names are examples. Yours come from your Attio pipeline and the rooms you save. Set up room automation.

The recap

Show the customer what they've achieved in their own words.

A renewal goes better when the customer walks in remembering what changed since they signed. Add a section with your own prompt, for example "What has this customer achieved since go-live?", and foyai drafts it from the QBRs and check-ins already recorded on the account.

Add a "Value map" section to tie each result to a problem they raised on those calls, and let foyai suggest up to four case studies for the expansion conversation, each with a reason it fits.

When the next check-in is recorded, foyai suggests updates from it. You approve them; the customer sees the new version when you publish.

Value delivered, drafted from recent calls
Quiet rooms and bulk drafts

Find quiet renewal accounts and draft rooms for the whole list at once.

Rooms with no visits for 30 days

A published room with no buyer activity in 30 days moves to the Quiet lane, and the dashboard lists it under rooms needing attention. In Attio, sort your renewal pipeline by last buyer view and engagement score.

Say an account stopped opening its room 60 days before renewal. Call the customer this week to find out why.

Your renewal list in one go

Select the deals or companies renewing next quarter in Attio and run Create Foyai Rooms. Each record without a room gets a draft, built from the template mapped to its stage and drafted from its own calls.

Say 40 accounts renew next quarter: one run creates 40 drafts for your team to review and publish.

  1. An Attio Deals view filtered to Renewal due deals closing next quarter, listing 12 renewals

    Step 1 of 7 Open next quarter's renewals Start from any Attio view. This one lists the 12 deals in Renewal due that close next quarter.

  2. All 12 renewal deals selected in Attio, with the bulk action bar showing 12 selected

    Step 2 of 7 Select all 12 deals Tick the header checkbox, and Attio selects every deal in the view.

  3. Attio's More menu open on the bulk action bar, with Create Foyai Rooms at the top

    Step 3 of 7 Choose Create Foyai Rooms On the Platform plan, Create Foyai Rooms sits under More in Attio's bulk actions.

  4. Attio confirm dialog reading: Create 12 rooms. Uses 24 of 1912 AI generations left this month. Continue?

    Step 4 of 7 Confirm the run Before anything starts, Attio shows the run's cost: 12 new rooms and 24 of this month's AI generations.

  5. foyai rooms board with 12 renewal drafts in the Drafts lane

    Step 5 of 7 Twelve drafts to review Each renewal now has a draft on the rooms board. Nothing reaches a customer until someone publishes it.

  6. Larkspur Analytics renewal draft: Value delivered this year, with four results quoting QBR calls

    Step 6 of 7 Value delivered, drafted foyai drafted Larkspur's year from its July and September QBR calls, with quotes. Jordan checks them before publishing.

  7. Larkspur's action plan: year-one reviews done and three renewal steps to go

    Step 7 of 7 The renewal plan The plan lays out the year's reviews and the steps to signature, with owners on both sides.

Questions

Questions about renewals and expansion

When should a renewal room go out?
Early enough to fix problems. The Renewal / expansion plan starts with a health review 90 days before the renewal date and a business review at 75 days, so the customer sees the room well before any pricing conversation.
Can rooms be created automatically for renewals?
Yes. Map your renewal stage in Attio to a saved room template. When a deal enters that stage, foyai creates the room and drafts it from the account's calls. It stays a draft until someone on your team publishes it.
Where does the value recap come from?
From the call recordings linked to the account in Attio, such as QBRs and check-ins. Use the "Value map" preset or write your own prompt for the section, then edit the draft before you publish.
How do I know a renewal is at risk?
Rooms with no buyer activity for 30 days move to the Quiet lane and show up under rooms needing attention. In Attio, each deal carries an engagement score and the date of the last buyer view, so you can sort renewals by who's gone quiet.
Can I use the same room the customer had during the sale?
You can, or you can start a fresh room on the renewal deal or company. A fresh room keeps the renewal conversation focused on this term; the original room keeps the history of the sale. Both show up in Attio with their own engagement.

Put next quarter's renewals on a plan this week.

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