›Why B2B account management needs a structured workflow
B2B account management is proactive, not reactive — but in most companies, renewals are tracked in spreadsheets, churn risk is spotted only when the customer complains, and upsell opportunities are missed because no one has the full picture.
Utilyx models B2B account management as an executable workflow: a portfolio view per account manager, automatic renewal detection, AI churn-risk scoring, upsell suggestions and quarterly business review generation.
›The automated B2B account workflow
- Portfolio view: each account manager sees their portfolio with contract value, renewal date, health score and open activities in one dashboard.
- Auto-renewal detection: the workflow scans contract end dates and triggers renewal tasks 90, 60 and 30 days before expiry — with the renewal playbook, stakeholder list and last-QBR attached.
- Churn risk scoring: the copilote IA scores each account's churn risk (low/medium/high) based on usage trends, support volume, NPS, stakeholder changes and engagement signals.
- Upsell suggestions: the AI proposes upsell or cross-sell opportunities per account based on product gaps, usage patterns and similar-customer journeys, routed to the account manager for action.
- Quarterly business review: usePDF generates a branded QBR document per account — usage metrics, milestones, risks, action plan and renewal forecast — ready for the customer meeting.
- Escalation: high-risk accounts auto-escalate to the customer success director with a recovery plan template.
- Archive: QBRs and renewal contracts are archived in useArchive for audit and compliance.
›Concrete benefits
Teams using Utilyx improve renewal rates by 20% and spot churn risk 60 days earlier thanks to AI scoring on usage and engagement signals — before the customer complains.
The no-code visual designer lets a customer success leader build the workflow without developers, and the AI copilot generates risk-scoring and upsell logic from a plain-language description — 60% faster deployment at 70% lower TCO.
›Governance & reporting
usePDF QBRs give every customer meeting a consistent, branded format across 7 languages. Portfolio dashboards roll up renewal pipeline, churn risk and upsell pipeline for executive review.
useArchive retains QBRs and contracts with configurable retention, supporting audit and compliance requirements.
›The workflow in real time
Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.
Frequently asked questions
How is churn risk scored?
The AI copilot scores each account's churn risk (low/medium/high) based on usage trends, support volume, NPS, stakeholder changes and engagement signals — spotted 60 days earlier than manual methods.
Are renewals detected automatically?
Yes. The workflow scans contract end dates and triggers renewal tasks 90, 60 and 30 days before expiry, with the renewal playbook, stakeholder list and last QBR attached.
Can the workflow generate QBR documents?
Yes. usePDF generates a branded quarterly business review per account — usage metrics, milestones, risks, action plan and renewal forecast — in 7 languages, ready for the customer meeting.
Ready to automate your processes?
Utilyx lets you design, automate and orchestrate your workflows visually — with an AI copilot, OCR, PDF generation and legal archiving. Start in minutes, not weeks.