App / Customer success and renewals
Build a customer renewal calendar
Use Proforma to build a customer renewal calendar. Produce customer renewal calendar app and notice deadline review list from your business data.
Customer success leader · Account manager
Bring this question into Chat
Your starting prompt.
Build a renewal calendar App for contracts ending in [period]. Show contract value, notice deadlines, account owner and current renewal status, with filters for month and customer segment. Highlight approaching deadlines and missing terms, linking every row to the supplied contract record. Prepare an account review view and draft internal next steps without assuming automatic renewals or contacting customers.
Copy this starting point, then replace the placeholders with your own inputs.
Method and review
Keep the assumptions visible.
Bring together contract dates, account ownership and permitted customer evidence. Use observed signals to prepare questions and follow-up, without treating a score as a customer decision.
For this task, check
Notice deadlines can precede the contract end date and need explicit contract evidence.
Before you begin
- Governed Data covering the listed inputs
- Workspace App authoring access
Build one App from data you have permission to query. Review its definitions and calculations with your team.
Synthetic illustrative example
See the method in practice.
Synthetic input. Illustrative output checked locally; this is not a live Proforma run or customer result. Review date 30 September 2026; notice deadlines are supplied terms, not inferred from automatic renewal.
These invented records explain the method. They are not a recorded Proforma run.
| Contract | End date | Notice deadline | Owner / status |
|---|---|---|---|
| C-1 | 2026-10-31 | 2026-09-25 | Rae; open |
| C-2 | 2026-11-01 | 2026-10-02 | Sam; open |
| C-3 | 2026-10-15 | Unknown | Account unmatched |
| Contract | Deadline state | Owner | Draft next step |
|---|---|---|---|
| C-1 | 5 days overdue | Rae | Review actual notice history |
| C-2 | 2 days remaining | Sam | Confirm contract terms today |
| C-3 | Unknown | Unmatched | Resolve account and missing terms |
Method
Compare notice date with the explicit review date, separately from contract end date. Preserve unmatched accounts and unknown deadlines. These rows illustrate a calendar and review queue, not a published App.
What the result tells you
An overdue recorded deadline needs investigation; it does not establish breach or renewal outcome. C-3 cannot be assigned safely until identity and terms are confirmed. No customer is contacted.
Take the next step
Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
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