How Pareto works
From the first churn signal to a closed-won renewal — here's the engine, stage by stage.
The autonomous B2B renewals agent
Renewals broken into five measurable stages, each run by a specialized sub-agent trained on your deal history, customer data, and rep behaviors — orchestrated at any scale.
- 45–120 days out
01 Account Planning
Renewal book scored, segmented, and proposal drafted
Most reps engage a renewal around 60 days out, and 90 days is our recommended start — but churn signals appear earlier. Pareto reads the full account picture 120 days out, scoring and segmenting the book while there's still time to act, then anchors the renewal proposal in a hard ROI story so the price feels earned instead of arbitrary.
- 90 days out
02 Outreach
Personalized outreach drafted to the champion
By renewal time, a meaningful share of champions have already changed roles or left — consistent with our own renewal data — and the deal goes quiet. Pareto tracks down the new decision-maker and drafts a personalized conversation before the relationship goes cold.
- 30–60 days out
03 Buyer Evaluation
Buyer renewal portal with assistant
A renewal rarely comes down to one person, and buyers evaluate on their own schedule. A self-serve buyer portal answers stakeholder questions around the clock, keeping the deal moving even while your team sleeps.
- 15–45 days out
04 Negotiation
Negotiation threads and approvals
Reps often give away margin in discounts they never needed to offer. Pareto drafts objection handling with live competitor and product facts, protecting your margin on every deal — with your sign-off.
- 0–30 days out
05 Close
Closing dashboard and pipeline
Won renewals still slip on paperwork and signatures alone. Pareto drives quote, signature, and CPQ to the finish line — so closed means closed, on time.
See the renewal the way your buyer does
Every stage above has a mirror on the buyer's side — what they see, click, and ask for while Pareto works the deal.
Renewal hub shared
Pareto sent a personalized renewal hub to the buying team.
Hub opened
Morgan Lee reviewed the proposal and pricing.
“Can we get a multi-year discount?”
Answered instantly by the portal assistant — no wait for a human.
Objection handled
Pareto responded with live pricing facts, on the spot.
Approved internally
Routed to signature — the deal is moving to close.
See it running on your renewals
The best way to understand the engine is to watch it work against your own book. Become a design partner and we'll tune it to your playbook.