Actioner monitors every customer touchpoint—emails, QBR notes, support
tickets, and product usage— and surfaces renewal risks, expansion
opportunities, and stakeholder changes before
they surprise you.
If you own adoption and value delivery, see For Customer Success Managers.
$120K ARR · Renewal in 63 days
Procurement pulled in
"Send SOC2 & DPA by Friday" — email, yesterday
Expansion intent detected
"We're adding 50 seats in Q2" — QBR transcript
Champion changed
New decision maker mentioned in ticket thread
The Challenge
Renewal risk hides in emails and escalations. Expansion intent shows up in feature asks, org changes, and "next quarter" hints. You can't read everything—but the signal is there.
A customer casually mentions growth, new teams, or additional regions—then the moment passes. If you don't catch it, the upsell never happens.
Even with a renewal date in the CRM, the real work is in the details: procurement, legal, pricing conversations, and decision makers—spread across channels.
Your champion leaves, a new VP shows up, or procurement enters the chat. Suddenly your renewal is a different deal—without you noticing.
QBR prep, renewal prep, expansion planning—each one means digging through threads, notes, and tickets just to reconstruct what's happening.
Actioner reads every touchpoint—QBRs, support tickets, emails, usage patterns—and tells you exactly which accounts need attention, why, and what to do next.
AI identifies upsell and cross-sell signals from customer language—growth, new teams, feature requests—surfaced automatically.
Know renewal readiness in one place: who owns the decision, what the blockers are, and what needs to happen next.
Actioner keeps your account plan up to date based on reality—not last quarter's deck. Every update is linked to the source.
How it Works
Actioner turns scattered signals into a clear plan—so you can act early, not react late.
Actioner tracks renewal readiness continuously—decision makers, blockers, and next steps—so the last 60 days are calm and controlled.
Milestones update after every customer interaction. No more "we'll update it later."
When security, DPA, or pricing comes up, it's flagged and routed—before it blocks signature.
Every risk links back to the email, call snippet, or ticket that triggered it.
Actioner detects expansion intent across conversations and product signals—then suggests the right play and who to talk to.
"We're hiring," "new team," "more seats," "rolling out…"—captured automatically.
Actioner recommends the next step based on where the account is and what changed.
Know if your champion changed, if there's a new decision maker, or if procurement is involved.
AI detects mentions of competitors or "shopping around" language in customer communications.
Detected in QBR transcript. Mentioned by VP Operations.
Detected in email thread about onboarding.
Actioner keeps the "what's going on" story current—goals, stakeholders, risks, and next steps—so you can run QBRs and renewal conversations confidently.
Goals and success criteria are extracted from calls and documents—then updated as they evolve.
Know who's in the room, who's missing, and who now has the power to say "yes."
Follow-ups become tasks with owners and due dates—so nothing falls through.
Primary goal: "Roll out to 3 teams by Q2." Renewal blocker: Security review. Expansion owner: VP Ops.
Every Monday, Actioner delivers an Account Manager Brief—a prioritized list of renewal risks and expansion opportunities across your book of business. No digging required.
Biggest risks and opportunities surface first. Know where to spend your time.
Each item includes what happened, why it matters, and what to do next.
Every insight links to the source—QBR recording, email thread, support ticket.
This week: 3 accounts need immediate attention. Summit Financial shows churn risk signals—schedule executive alignment. Meridian has strong expansion potential worth $85K.
Ops team wants 50 seats. Set up expansion call with Marcus Johnson.
New CFO reviewing vendors. Schedule exec alignment before renewal.
45 days out. Champion confirmed but EB not engaged yet.
The Challenge
Get your first Account Manager Brief in minutes—then stop losing expansion signals and renewal details in scattered threads.