What it does
Use when a user mentions "B2B contract renewal", "multi-stakeholder renewal", "enterprise renewal journey", or asks for related help. For B2B accounts approaching contract end (90/60/30 days before), fire a multi-stakeholder renewal journey reaching the buyer, the user-champion, and the economic-buyer with appropriate messaging per role — renewal is a buying process, not a single email.
You get
Segment
Segment produced by this recipe.
Attribute
AI-Derived Attribute produced by this recipe.
Content Asset
Asset produced by this recipe.
Journey
Journey produced by this recipe.
Dashboard
Dashboard produced by this recipe.
How it works
Identify Upcoming B2B Renewals
Create SegmentBuild a segment
Build Renewal Health Snapshot
create_ai_attributeCreate an AI-derived attribute
Build Multi-Stakeholder Content
Generate ContentGenerate role-tailored renewal content. (a) User-champion (Day 90):
Build Multi-Stakeholder Journey
Create JourneyBuild a multi-touch multi-stakeholder journey triggered at renewal-window entry. Each touch goes to a DIFFERENT contact at the account based on their role: Touch 1 (Day 90 before contract_end): champion. Touch 2 (Day 60): economic buyer. Touch 3 (Day 60, parallel): IT/security if applicable. Touch 4 (Day 30): all stakeholders. Add a renewal-meeting-scheduled branch: if CSM/AE schedules a renewal meeting at any point, journey pauses (human-led from here). For high-risk accounts (renewal_health composite low or any churn signal), additionally create urgent CSM task at Day 90 — automation alone won
Build B2B Renewal Pipeline Dashboard
Build DashboardCompose a B2B renewal pipeline dashboard: renewal forecast by quarter (account count + ARR at risk), renewal health distribution (green/yellow/red), days-to-renewal pipeline (which renewals are coming up when), CSM/AE engagement rate (% of renewals where a human conversation happened — target: 100% for accounts >$50K ARR), expansion-during-renewal rate (renewals that grow vs. flat vs. shrink), and renewal-rate trend over time. The strategic view that gives leadership confidence in NRR.
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