# Customer renewal plan desk: usage, stakeholders and the steps to renewal

> For Customer success managers and account managers responsible for renewals.

renewal risk read from usage — a Table of active users by team at launch and now, Metrics that show where the drop is, and a plan with dated steps toward the renewal date. Distinct from mutual-action-plan (a new deal) and client-review (agency results and proposal).

## What goes on the desk

- Page ‘Account plan’ (goals, risks, renewal date, plan) (/help/widget-page)
- Table ‘Usage by team’ (Team, Active at launch, Active now as numbers) (/help/widget-table)
- Metrics showing several numbers from the table, each with its history (/help/widget-metrics)
- Chart (/help/widget-chart)
- Contacts for stakeholders and the champion (/help/widget-contacts)
- Inbox for this account’s mail (connected mailbox) (/help/widget-inbox)
- Tasks dated toward renewal (/help/widget-tasks-planning).

## Set it up

give the desk the renewal date as its due date (/help/desk-create); build the usage table; add Metrics.

## Use it day to day

update usage weekly; One thing now on Home brings the most pressing account forward (/help/home-widget-one-thing-now).

## Where Plexii helps

Plexii summarises the account from the desk with sources (/help/ai-assistant); the Page’s AI draft writes plan sections you review (/help/widget-page); a Desk agent can watch wired notes and propose updates as cards (/help/widget-desk-agent).