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Create & Share Content

Create a Renewal Snapshot

Add a block summarizing value delivered, adoption metrics, and what's coming next — perfect for renewal conversations.

AI Agent Prompt

Add a content block titled "Your Year in Review" to the current page. Structure it as: - Value Delivered — 3-4 key outcomes achieved since they started using our product - By the Numbers — adoption metrics like active users, features used, time saved - What's New — 2-3 recent product improvements relevant to them - Coming Soon — 2-3 upcoming features on our roadmap - Renewal Details — current plan, renewal date, and what we recommend for next year Keep it positive and forward-looking.

What the AI creates

The AI adds a renewal snapshot block with a value summary, metrics, and forward-looking roadmap highlights.

Pro Tip

Pair this with a feedback survey to capture their satisfaction and priorities before the renewal conversation.

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