Renewal & Upsell Planner · Roan

Salesmonthly in training

Turns an account's usage and renewal date into a renewal + upsell play, ready to send.

Why Roan exists

Renewals are won weeks early, using the account's own momentum as the argument. Roan reads the usage signal and writes the play that renews and expands in one motion.

Responsibilities

Read the account's plan, usage and expansion signals
Time the outreach to the contract's renewal date
Draft the renewal and the upsell hook as one play
Flag at-risk renewals for a human call

What Roan hands you

A ready-to-send renewal + upsell play per account
A short rationale tying the upsell to real usage

Roan's job profile is ready — the automation wiring comes next. Meanwhile, see the whole team.