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Customer Success

Calendly Renewal Meeting Radar

Know which customer meetings need more prep.

Helps customer teams protect renewals by highlighting important Calendly meetings before they happen.

Best forProfessional ServicesSaaS
Agents7 required
Duration3-5 minutes

Reviews upcoming Calendly meetings and groups them by account value, meeting type, and renewal risk to prepare customer teams.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to retrieve prior renewal meeting patterns, booking rate benchmarks, and account health thresholds stored in memory. Pull all upcoming Calendly renewal meetings scheduled in the next 60 days using the calendly-meeting-automation-agent integration. Cross-reference with the CRM account list to identify accounts with no renewal meeting booked. Produce a renewal meeting status manifest as Phase 1 output.

scheduling scanner
01

Fetch detailed event metadata for all scheduled renewal meetings: attendee names, booking time, event type, and custom intake responses. Flag high-value accounts (ARR > threshold) with no meeting booked as Priority Missing. Pass enriched event records to Phase 2.

calendly meeting automation agent
02

Pull account health data for each renewal account from HubSpot: current ARR, product usage score, NPS, support ticket volume, and last executive interaction date. Classify each account as Healthy / At-Risk / Critical based on these signals. Produce an account health matrix.

crm scanner
02

In parallel with crm-scanner, call verslay_news_search on each renewal account's company to surface any recent news that could affect renewal readiness: leadership changes, budget cuts, M&A activity, or product wins. Call verslay_web_search for current company size and hiring trends. Produce a renewal-context card per account.

web researcher
03

Consume Phase 2 account health matrix, renewal-context cards, and Phase 1 meeting booking status. Score each account's renewal risk combining health data, news signals, and missing-meeting flag. Produce a prioritized churn-risk scorecard with recommended intervention type per account.

churn predictor
04

Consume Phase 3 churn-risk scorecard. Write the renewal meeting radar brief: ARR at risk breakdown by risk tier, accounts missing meetings (priority gap), top 5 critical accounts with specific risk drivers, and recommended meeting agenda points per account. Call verslay_chart_create to generate a renewal pipeline health chart. Call verslay_memorize to store updated renewal risk scores and meeting coverage data in memory.

executive briefing writer
05

Receive the renewal radar brief and churn-risk scorecard from Phase 4. Deliver the brief to the CS lead and account owners via the configured channel. For Priority Missing accounts, trigger Calendly meeting invites to the account contacts. Confirm all deliveries and meeting invite sends.

distributor

Required Agents

7
  • scheduling-scanner
  • calendly-meeting-automation-agent
  • crm-scanner
  • web-researcher
  • churn-predictor
  • executive-briefing-writer
  • distributor

Connections

Required

calendly

What it does

  • Renewal meeting detection
  • Account risk flags
  • Prep checklist
  • Executive-join recommendations
  • Meeting priority list

Example prompt

Find upcoming renewal or customer check-in meetings. Flag risky accounts, prep needed, and meetings leadership should join.

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