A connected crew of Contexts, Workflows, and Guardrails that reads Zoho pipeline and Gong calls to surface the account about to churn and keep every enquiry warm.
For account executives and revenue leads carrying a renewal and new-business number.
Contexts
4
Account Renewal Brief, Objection Handling Playbook, Discovery Call Prep, Pipeline Health Analyst
Workflows
3
Renewal Risk Sweep, Lead Nurture, Post-Call Follow-Up
Guardrails
3
Approved Customer Data Only, No Pricing or Discount Commitments, Contact Consent Guard
Compile CRM notes, prior calls, and usage into a renewal brief with risks and talking points.
Surface winning responses to common objections from past closed-won calls.
Outputs must be grounded in connected CRM and call data — no invented account facts.
Blocks promises on pricing or discounts outside approved guardbands.
Flag at-risk renewals from CRM and call signals, then draft tailored outreach.
Follow up new and dormant leads with tailored outreach sequences driven by CRM activity.
ZohoApproved CRM access to Accounts and Opportunities in Zoho.
GongApproved call-intelligence and coaching access via Gong.
Microsoft TeamsApproved channel and chat posting through Teams MCP.
Revenue teams lose on two clocks: the renewal that slips because nobody saw the signal, and the lead that cools while it waits for a rep. A saved renewal costs far less than a new logo, and speed-to-lead decides most competitive deals.
The Account Renewal Brief compiles CRM notes, prior calls, and usage into risks and talking points. The Pipeline Health Analyst reads Zoho stages and Gong engagement for stalled deals and missing next steps, and Discovery Call Prep gives a rep the account history before they dial. The Objection Handling Playbook surfaces what worked on past closed-won calls. Renewal Risk Sweep flags at-risk accounts and drafts the outreach, Lead Nurture works new and dormant leads from CRM activity, and Post-Call Follow-Up extracts commitments and logs the next step in Zoho.
At-risk renewals surface weeks before the date instead of on it. Every call starts briefed. Outreach reaches only the contacts who agreed to hear from you.
Read Zoho renewals and Gong call signals to flag at-risk accounts early and draft the tailored outreach to save them — before the renewal date, not after.
Follow up new and dormant leads with tailored sequences driven by CRM activity, so no enquiry goes cold waiting for a rep.
An approved-data guardrail keeps every claim tied to connected CRM and call data, and a pricing guardrail blocks commitments outside approved guardbands.
What drives the business: Revenue teams win or lose on two clocks: the renewal that quietly slips because no one saw the risk, and the lead that goes cold because follow-up was slow. A saved renewal is far cheaper than a new logo, and speed-to-lead decides most competitive deals. But the moment outreach invents an account fact or commits to pricing outside guardbands, trust and margin both take the hit — so everything has to run from connected CRM and call data, inside approved limits.
What's inside
The Account Renewal Brief and Renewal Risk Sweep surface churn before the date, Lead Nurture and Post-Call Follow-Up keep every opportunity warm through Gong and Gmail, and the approved-data and pricing guardrails keep outreach grounded and in-bounds — so the two clocks that decide revenue both run in your favour.
Contexts
Compile CRM notes, prior calls, and usage into a renewal brief with risks and talking points.
Surface winning responses to common objections from past closed-won calls.
Compiles account history, prior calls, and open opportunities from Zoho and Gong into a briefing sheet, so reps walk into every call prepared.
Reads Zoho stages and Gong engagement to flag stalled deals, missing next steps, and forecast risk across the pipeline.
Workflows
Flag at-risk renewals from CRM and call signals, then draft tailored outreach.
Follow up new and dormant leads with tailored outreach sequences driven by CRM activity.
Gong call wraps → key points and commitments extracted → a tailored follow-up drafted and the CRM next step logged in Zoho.
Guardrails
Outputs must be grounded in connected CRM and call data — no invented account facts.
Blocks promises on pricing or discounts outside approved guardbands.
Respects opt-outs and contact preferences from the CRM, so outreach only ever reaches contacts who've agreed to hear from you.
The numbers it moves
At-risk accounts flagged before the date.
No enquiry left to go cold.
Every call briefed from CRM and call data.
Grounded in approved data, no pricing commitments.
Connects to
ZohoCRM Accounts and Opportunities in Zoho — the pipeline and renewal data behind every brief.
GongCall intelligence and coaching via Gong — the signal that reveals risk and winning plays.
Microsoft TeamsChannel and chat posting through Teams MCP to alert reps and route the next step.
Google WorkspaceGmail to send nurture and renewal outreach and Calendar to book the next call — the step that turns a draft into a conversation.
Releases
Shipped the renewal and nurture crew with the risk sweep, nurture, and post-call workflows, so a slipping account or a cooling lead shows up as drafted outreach rather than a reminder.
Gets progress claims out by the monthly cut-off and prices variations before they vanish into scope. Works from Procore RFIs and the drawing register, MYOB cost codes, and Breadcrumb inductions. Never claims a variation without referenced scope evidence.
4 contexts · 3 workflows · 3 guardrailsHandles renewals, maintenance, and tenant correspondence at volume without a compliance slip. Works from PropertyMe tenancies and lease dates, the Xero trust ledger, and Tapi work orders. Never sends a notice that breaches your state's tenancy Act.
4 contexts · 3 workflows · 3 guardrailsTurns appraisals into signed mandates and enquiries into buyers, with every price traced to comps. Works from Zoho appraisal records, Domain sold prices, and realestate.com.au enquiries. Never quotes a price guide without verified comparable sales.
4 contexts · 3 workflows · 3 guardrailsGet started
Run the sweep against this quarter's renewals and see what it flags.
