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"