A ranked renewal book can save preparation time while flattening the context behind each account.
Customer Success needs earlier risk signals, while CSMs need to see the commitments and customer history that make a signal meaningful.
Who you’d be doing this for
“My CFO asked why we still have a separate scheduler, and I spent the call digging through old tickets.”
Moira Blanc · Head of Talent
Owns recruiting outcomes at a mid-market customer approaching renewal.
What is at stake
Renewal conversations are being prepared from scattered tickets, implementation notes, and CRM history. You must weigh faster account prioritization against evidence a CSM can inspect and challenge.
Why it isn’t already fixed
Every obvious fix costs something else. That’s the part you’d have to decide.
- faster preparation vs inspectable account context
- risk ranking vs CSM judgment
- ticket signals vs configuration noise
- pilot speed vs sustainable CRM operations
Why Ashby
The ATS sits at the center of customers’ recruiting workflows, so weak adoption signals can reach a renewal conversation after hiring teams have already built workarounds.
Written with these in mind
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This is the setup. The work is inside.
Running it puts you in the room: the full situation and its constraints, stakeholders who push back in their own words, and the decisions that are yours to make. What you produce becomes a Day One Plan — work you can show someone instead of describing.