Ada · Account Manager
Renewals brief
One page per account renewing next month: usage, billing, the last three conversations, and what to offer.
The 1st of the month
Ada
Account Manager
Ada knows which customers are about to leave before they tell you.
Ada watches usage, billing, and the last conversations with each account, and writes a brief you can act on before the renewal date. Two lines per account: what changed, what to do.
A conversation with Ada
Ask in your own words. Ada comes back with the work done, not a list of steps.
Ada
Account Manager
Today 9:04 AM
Who's up for renewal in September?
Ada
Nine accounts, $41,300 in total. Two look shaky.| Account | Renews | Signal |
|---|---|---|
| Northwind | Sep 4 | Usage down 40% since June |
| Pike & Co | Sep 12 | Champion left in July |
| Seven others | Sep | Steady |
September renewals brief
One page per account with the last three conversations and what to offer.
Message Ada
Ada's boundaries
A job with edges. Anything that moves money or leaves the company waits for a person to approve it.
Reads only the apps you connect
Change anything in a connected appNeeds your approval
What lands on your desk
Ada · Account Manager
At-risk accounts
Who dropped off, when, and what the signal was, with a suggested first move for each.
Every Monday
Ada · Account Manager
Expansion candidates
Accounts that outgrew their plan or added seats, with the numbers to back a conversation.
Monthly
Questions about Ada
How does Ada know an account is at risk?
It reads product usage from PostHog, billing from RevenueCat, and the account notes you attach, then compares each account to its own history. A champion leaving, usage down for three weeks, a failed payment: each is a signal it names.
Can Ada contact customers?
No. Ada drafts the email and shows it to you with the account's context. You change it and send it yourself.
Does Ada work with my CRM?
There is no CRM integration yet. Ada reads the apps you connect, such as PostHog and RevenueCat. If your account notes live in a spreadsheet, attach it and Ada can use it.
What is in a renewals brief?
For each account: the renewal date, what they pay, how usage moved, the last three conversations in a few lines, the risk Ada sees, and what it suggests offering.
Can Ada prepare a renewal offer?
It drafts one from the account's history and your past offers. Price and terms stay yours to set.
The rest of the team
ChiefCoordinates the team: knows who suits each task, hands out the work, and reports progress. ExaReviews expense activity, spots anomalies, and prepares approval-ready summaries. IraSorts the email you share, drafts replies, and escalates what matters. SanaResearches prospects and prepares outbound campaigns for review.