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For Customer Success

Renew on proof, not on a usage dashboard.

The business case built at close becomes the baseline for the renewal conversation.

Example renewal baseline: four value drivers totalling $930,000 in expected annual value, two of them confirmed by the customer.

Fictional example. The case a CSM opens at renewal, with who stands behind each number.

The problem

You walk into the renewal with data and no record of the promise.

Activity

The dashboard shows activity. The buyer asks about outcomes.

Logins and feature counts tell you the product is being used. They do not tell the economic buyer what it is worth, which is the question a renewal turns on.

The promise

The case stayed with the deal team.

The numbers that justified the purchase lived in a sales deck or a spreadsheet. By renewal, nobody on the account can say what was promised.

The sponsor

The sponsor changed, and so did the question.

A new stakeholder asks why you are worth the money. Without the original case, you answer from memory instead of from the record.

The solution

What you get today.

One business case runs from sale through handoff, onboarding, renewal and expansion; realized value tracking during onboarding is coming soon.
The business case agreed at signature
  1. Sale

    Business case built, customer confirms inputs.

  2. Handoff

    The case stays with the account.

  3. OnboardingComing soon

    Realized value tracking. (Coming soon)

  4. Renewal

    Renewal case built from the baseline and the outcomes the customer reports.

  5. Expansion

    The same case shows what the next investment would add.

The business case stays with the account.

The business case built at close is kept on the deal, so the renewal starts from the value that was promised rather than from a blank page.

Value confirmation, number by number.

Every number in the case shows who set it, whether a market default, the seller or the customer, and whether the customer confirmed it. You can tell the figures the customer stands behind from the ones nobody checked.

Retention and churn are value drivers.

Retention and churn are modelled as value drivers in the value model. A renewal case can reuse the original drivers and equations instead of starting a new argument.

Coming soon

Closing the loop after the sale.

Realized value, month by month

Track realized value against the business case as the contract runs, using the same equations.

Your own data

Connect to your own data to check the value actually delivered.

Before and after, for customer success

The handoff note says "great relationship"
The handoff carries the business case, its drivers and sources
The QBR shows usage
The review shows the value the customer was promised and has confirmed
The renewal becomes a price negotiation
The renewal price is defended with a quantified case
Expansion is a guess
Expansion builds on the first case

No integration. If the account already has a valueIQ business case from the sale, you can start from it today.

Build the case you will renew on.

Start with a free account and build your first business case. No credit card is needed.

Answers

Frequently asked questions

No. It adds the value layer your platform does not have. Your platform tracks health and usage; valueIQ keeps the business case and shows which numbers the customer confirmed.

How mature is your value intelligence practice?

Five stages, nine dimensions, three minutes, no sign-up.

Take the 3-minute self-assessment