| name | renewals-this-week |
| description | Upcoming renewal worklist: every subscription renewing in the next 14 days with a recommended motion per renewal (hold price, increase, pitch annual, or save-call). Use when the user asks about upcoming renewals, what's renewing soon, or renewal action planning. Do NOT use for past renewals or renewal failure recovery.
|
| when_to_use | Trigger on: "upcoming renewals", "what's renewing soon", "renewals this week", "renewals next 14 days", "renewal list", "what renews", "renewal action plan", "renewal motion", "renewal worklist".
|
| argument-hint | [days — e.g. '30' for 30-day window, default is 14] |
Renewals This Week
Upcoming renewals ranked by MRR with recommended motion per renewal.
Setup
Resolve org ID via ZohoBilling_List_all_Organizations.
Default window: next 14 days. If $ARGUMENTS is a number, use that many days.
Fetch (run in parallel)
| # | Tool | Purpose |
|---|
| 1 | ZohoBilling_Get_Upcoming_Renewal_Details_Report | All upcoming renewals |
| 2 | ZohoBilling_Get_Renewal_Summary_Report | Aggregate renewal stats |
| 3 | ZohoBilling_Get_LTV_Report | LTV per customer for motion scoring |
Motion logic
For each renewing subscription, assign one motion:
| Condition | Motion |
|---|
| Monthly sub · tenure > 6 months · no payment failures | Pitch annual — convert to annual with discount |
| Usage near plan limit or repeated addon purchases | Pitch upgrade — propose next tier |
| LTV > 90th percentile · no payment issues | Hold price — don't risk it |
| PAST_DUE or dunning incident in last 90 days | Save-call — human outreach before renewal |
| All clear · LTV median range | Hold price — standard renewal |
Output
Renewals — Next [N] Days [date]
Total renewal MRR: $XXX,XXX · N subscriptions
──────────────────────────────────────────────────────────────────────
# Customer Plan MRR Renews Motion
──────────────────────────────────────────────────────────────────────
1 Acme Corp Enterprise $4,200 Jul 1 📅 Hold price
2 Beta Inc Pro (monthly) $ 490 Jul 2 📆 Pitch annual
3 Startup XYZ Starter $ 79 Jul 3 ⬆ Pitch upgrade
4 At-Risk Co Professional $1,200 Jul 4 📞 Save-call
──────────────────────────────────────────────────────────────────────
By motion: Hold N · Pitch annual N · Pitch upgrade N · Save-call N
Save-call entries always include: last payment date · failure reason if available.
Constraints
- Filter to renewals within the specified day window
- LTV percentiles computed from the LTV report data — do not estimate
- Propose-only: no subscription changes, no quotes created automatically
Edge cases
- Zero renewals in window: "No renewals in the next [N] days"
- LTV data unavailable: default to Hold Price motion and note "LTV data unavailable — using conservative motion"
