Today’s plays › All plays › Account management
Before a risky renewal, have AI find the promise you never kept
Picked and checked by Olga Pearson, SalesUpLevel
Get tomorrow’s play in your inbox. Free ↓
Reported by Idan Baum: a $95K customer 6 weeks from renewal, whose champion had gone quiet, replied within 2 hours. The renewal closed with a small expansion 3 weeks later.
When a champion goes quiet before renewal, the usual move is to send the renewal terms again. Idan Baum's story is a good reminder to look backward first.
A $95K customer was 6 weeks from renewal. The champion had stopped answering CS and the QBR was cancelled twice. The AE was drafting a 'have you had a chance to review the renewal terms' email. Instead, the team pasted 12 months of email history and QBR notes into Claude and asked for the moment the relationship shifted. Claude found a month 4 question about integrating with the customer's new BI tool that got 'let me check on the roadmap' and no follow-up. The AE emailed the customer to own the miss, promised a straight answer and asked for 20 minutes.
By Idan Baum, Enterprise sales leader, posting on LinkedIn · LinkedIn post ↗ · Aug 13, 2026
Run it before your 10am
- Pull 12 months of email history and QBR notes for the account.
- Paste them into Claude with the prompt below.
- Check the moment it finds against the actual thread.
- Email the customer yourself: name the miss, own it, and ask for 20 minutes.
- Bring a straight answer to the open question to that call, not the renewal terms.
- Close the loop in writing after the call.
This customer's renewal is at risk. Read everything and find the specific unresolved moment where the relationship shifted. What was promised or discussed and never followed up on?
If you lead a team
- Make this check part of every renewal 90 days out where engagement dropped.
- Track which misses come up most and fix them upstream.
Watch out for
- One deal, told by the poster. Not a controlled test.
- Do not paste customer data into an AI tool your company has not approved.
- If the miss is real, fix it. An apology email with no answer can make it worse.
- What I'd have my team try first: run the prompt on one quiet account that renews in the next 90 days, and check the answer against the thread before anyone emails.
Source: Idan Baum's LinkedIn post (Aug 13, 2026). The post links a free guide; the prompt above is in the post itself. Results are as reported by him; we did not measure them.
Get tomorrow’s play before your first call
Free. One sourced play a day.