Small nudges.
Stronger renewals.
RenewNudge℠ helps Customer Success teams, founders, and post-sales operators manage account health, renewal risk, onboarding progress, escalation workflows, and next-best actions from one clean command center.
Synthetic demo data only. No real customer information.
Product
Everything a CS team actually opens on Monday.
Designed by working through real CS Ops problems — fragmented data, surprise churn, ambiguous onboarding, and renewal fire drills.
Portfolio health, at a glance
A weighted health score per account drawn from adoption, exec engagement, escalations, ticket pressure, onboarding, touch recency, and renewal proximity.
Risk pipeline, not a feeling
Accounts auto-route into Monitor, Needs Outreach, Escalated, Renewal Save, and Stable lanes with severity, owner, and next action attached.
Playbooks that travel with the account
Reusable plays for onboarding, save, EBR, escalations, federal, and expansion — apply a playbook and it spawns dated tasks on the account timeline.
Renewals & expansion in one view
Track renewal date, start date, tenure, ARR, expansion USD, and 12-week adoption and ticket trends per account.
Account detail done right
Per-account notes, tasks with priority and due date, risk log with resolve workflow, stakeholder context, and a 'next best action' nudge.
Built for CSMs, ops, and founders
Bulk-select to delete, CSV export, search/filter/sort, sample data seed and wipe, dark mode, and Google sign-in. Lightweight enough for a founder, structured enough for an Enterprise CS team.
How it works
A health score you can actually defend.
RenewNudge℠ combines seven inputs into one weighted score so risk shows up before the renewal call, not during it. Tune every weight in Settings — changes apply across the dashboard, accounts, and risk pipeline instantly.
- 1. Add accounts — Enter the company, segment, ARR, start date, renewal date, owner, and a next action — or load the sample dataset to explore.
- 2. Score every account — Seven weighted signals roll into a 0–100 health score and a Low / Medium / High / Critical risk level.
- 3. Work the pipeline — Accounts route themselves into Monitor, Needs Outreach, Escalated, Renewal Save, or Stable lanes on the Risk page.
- 4. Apply playbooks — Pick a play (onboarding, save, EBR, federal, expansion) and it spawns dated, prioritized tasks on the account.
- 5. Track & close — Log notes, flip tasks done, resolve risks, and export the whole portfolio to CSV when leadership asks.
health = adoption * 0.30
+ ticket_pressure * 0.15
+ exec_engagement * 0.15
+ escalation_penalty* 0.10
+ recency_of_touch * 0.10
+ onboarding * 0.10
+ renewal_proximity * 0.10
risk = {
>=80: "Low",
>=65: "Medium",
>=45: "High",
else: "Critical"
}Defaults follow Gainsight best practice. Every weight is toggleable in Settings and the totals are kept honest with a one-click normalize-to-100.
Portfolio story
Why this app exists.
RenewNudge℠ is a working demonstration of the operating system I build for Customer Success teams. It isn't a side project for the sake of one — every screen maps to a real motion I've shipped: customer success operations, retention workflows, playbook automation, and executive reporting.
A single account schema, owner model, and health framework — so leadership and CSMs work off the same source of truth.
Risk queue, kanban pipeline, and renewal save plays that surface accounts before the churn conversation, not during it.
Reusable plays for onboarding, save, EBR, escalation, federal, and expansion — triggered by data, not memory.
An executive dashboard, exportable account view, and case studies a board can actually read.
Looking for a CS Ops leader who ships?
This whole CRM — schema, health score, playbooks, dashboard — is the kind of work I do. Let's talk.
Synthetic demo data only. No real customer data is included.