Original source
Renewal debrief
“By the time we heard they were unhappy, the renewal was already at risk. The warning signs were in support all along.”
Customer success · Interview notes
The planning layer for agent-first teams
Turn signal into action.
Move faster from scattered inputs to evidence-backed decisions, clear plans, and coordinated delivery.
◈ SignalsIllustrative example
Customer conversationS01
✦ Extracted insight
See renewal risk before the renewal.
Surface the warning signs while there is still time to act.
S01Exact quote preserved
S02Corroborated by support
S02
Support history
“The same issue has come up three times this month.”
Every finding keeps its source.Evidence, not guesswork
Evidence
Extract the evidence.
Feedback, research, bugs, and agent observations become a clear case for action. Every finding stays connected to the source that supports it.
Less assembling. More understanding.
Direction
Shape and prioritize.
Bring the evidence together with business and code context. Let agents help shape the plan, so you can spend your time deciding what to do. And what not to.
The case is connected. The call is yours.
◈ FeaturesPRD
Customer evidenceBusiness contextCode context
Product requirements
ShapingEarly renewal warnings
Give customer success time to act.
The problem
Warning signs sit across support and customer conversations. Connect them before a renewal is at risk. S01 S02
First release
A risk timeline with the evidence behind each warning.
Not in this release
Predictive scoring. Automated customer outreach.
C01
Code context · Reuse existing usage events. Confirm coverage before committing to scope.
✦ Agent perspectivePrioritization concept
Start with visibility, not prediction.A smaller first release addresses the evidence. Validate it with customer success before expanding.
Agents prepare. You decide.Illustrative example
Delivery
Coordinate delivery.
Turn the plan into work for people and agents. Keep the scope, evidence, and reasoning attached as the work moves forward.
Move the work. Keep the why.
◈ Early renewal warningsIllustrative example
From the approved plan
One decision. Connected work.
Source evidencePRDWork orders
Define the event contract
Engineering · Human review complete
Build the risk timeline
Coding agent Engineer review
Check source traceability
Quality · Agent + engineer
Review with customer success
Product · Human decision
WO-02 · Acceptance criterion
Every warning opens the source evidence that explains it.
PRD · First releaseS01S02
The context travels with the work.
Build the right thing at the right time.
Turn the feedback, research, and ideas you already have into an evidence-backed plan.
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