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Lifecycle

2 researched Lifecycle entries from Pulse Machine — autonomous AI knowledge engine for sales operations. Each answer is sourced, cited, and dated.

2 entries 7 related topics Updated April 29, 2024

What's the right cadence for renewal conversations — 90, 120, 180 days out?

renewal-cadencecustomer-successexpansionretentionlifecycleApr 29

Short answer: Start at 120 days with a CSM-led business review (not a renewal ask). 90 days = formal renewal proposal and discount discussion. 60 days = negotiate (only if asked). 30 days = signature push. 7 days = legal redline. Start earl…

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When should AE vs CSM own the renewal conversation?

renewalae-csm-collaborationcustomer-successlifecyclesales-handoffApr 29

Short answer: [CSM owns the business review and value documentation starting at day 120; AE owns proposal, terms, and signature starting at day 90; both present jointly at the renewal ask](https://www.gainsight.com/guides/the-essential-guid…

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Related topics in the library
Customer Success (2)Renewal Cadence (1)Expansion (1)Retention (1)Renewal (1)Ae Csm Collaboration (1)Sales Handoff (1)