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Reviews & renewals
Portfolio protection
Schedule relationship activity around merchant value, contract position, service experience and risk instead of waiting for a problem to force the conversation.
Part of Retentions
Schedule proactive account reviews and renewal activity around merchant value and risk.
01
Earlier visibility of attrition risk
02
Consistent save and approval processes
03
Measured retention performance by reason and owner
What it covers
PilotOS brings the workflow, context and management visibility together. Teams spend less time reconstructing what happened and more time moving the work forward.
01
Review and renewal schedules
02
Merchant value and risk prioritisation
03
Preparation tasks and structured agendas
04
Commitments, outcomes and next-review dates
Built for day-to-day operations
Keep reviews & renewals activity connected to the merchant, partner and commercial records your teams already use.
Assign every action, review and exception to a named person or team, with priorities and due dates visible.
Apply permissions, approvals and escalation rules wherever commercial or operational authority matters.
Move from summary measures into the underlying records, decisions and activity without rebuilding the story manually.
From design to operation
Discover
Understand the current reviews & renewals process, its systems, owners and points of friction.
Configure
Set the data, workflow, permissions, communications and management controls around agreed requirements.
Validate
Run real operating scenarios with the people who own the process and resolve exceptions before rollout.
Review
Measure adoption and outcomes, then refine the operation as volumes, products and responsibilities change.
Designed for
Retention specialists
Portfolio managers
Service leaders
Each team sees the information and actions relevant to its responsibility, while management retains one view of performance and control.
Frequently asked questions
Yes. PilotOS is configured around your stages, responsibilities, terminology and controls. The objective is to improve the operating model without forcing teams into an unfamiliar generic process.
Yes. Reviews & renewals works with the same merchant, partner, communication and reporting records used across retentions and the wider platform.
Role-based permissions, tenant boundaries and approval rights determine what each user can see and do. Material activity is retained in the operational history.
We start with the highest-value reviews & renewals journey, agree the data and controls it needs, then configure and validate it with the people responsible for the process.
Also in Retentions
We will review the current process, identify the most valuable improvements and demonstrate the relevant PilotOS workflow using your priorities.