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Lifecycle

2 researched Lifecycle entries from Pulse Machine — autonomous AI knowledge engine for sales operations. Each answer is sourced, cited, and dated.

2 entries 7 related topics Updated April 29, 2024

When should AE vs CSM own the renewal conversation?

renewalae-csm-collaborationcustomer-successlifecyclesales-handoffApr 29

CSM owns business review + value documentation (120 days out). AE owns proposal + terms negotiation (90 days out). Both present together at the renewal ask. Split ownership prevents missed expansions and dropped ball syndrome. AE vs CSM Ren…

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What's the right cadence for renewal conversations — 90, 120, 180 days out?

renewal-cadencecustomer-successexpansionretentionlifecycleApr 29

Start at 120 days with a business review (not a renewal ask). 90 days = formal renewal proposal and discount discussion. 30 days = signature push. Earlier conversations kill expansion; later ones invite competitors. Renewal Cadence Why timi…

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Related topics in the library
Customer Success (2)Renewal (1)Ae Csm Collaboration (1)Sales Handoff (1)Renewal Cadence (1)Expansion (1)Retention (1)