Collaborative Revenue Decisions
Approve enterprise proposal package
ActiveRevenue Operations / Today, 4:00 PM
Sales, Finance, Legal, Executive Sponsor
Confirm discount policy
Attach implementation scope
Route legal clause
Approve proposal
Send to customer
$310K proposal can be sent with margin and delivery controls intact.
Launch renewal save plan
EscalatedCustomer Success Manager / 48 hours
CSM, Sales, Executive Sponsor, Support
Review churn evidence
Book executive call
Create adoption recovery plan
Assign support owner
Track health recovery
$420K renewal exposure moves from unmanaged risk to owned action plan.
Resolve contract approval exception
ActiveLegal Operations / Today
Legal, Finance, Sales Manager
Review payment term variance
Confirm service credit language
Approve or redline
Update customer-facing contract
Log approval evidence
$510K contract can advance without downstream revenue-quality risk.
Customer Business Moments
Sales Representative
Start My Sales Day
Which accounts, deals, and customer signals should I handle first?
Call the renewal-risk account first, then finish the proposal approval package.
Sales Manager
Pipeline Review
Which deals are real, which are slipping, and what changed?
Escalate two executive sponsor gaps and move one low-confidence deal out of commit.
Revenue Operations
Proposal Ready
Can this proposal be sent without revenue-quality risk?
Approve pricing, route contract language to Legal, and attach the implementation scope.
Legal + Finance
Contract Approval
Can contract terms be approved before signature?
Approve standard terms, route variance to Finance, and hold signature until service credit language clears.
Customer Success Manager
Customer Onboarding
What must happen to get the customer to first value?
Assign integration owner, confirm success criteria, and publish onboarding action plan.
CSM + Sales
Renewal Risk
Which renewal is at risk, why, and how can we prevent churn?
Schedule executive save plan, attach usage evidence, and open customer health recovery tasks.
Customer Success
Customer Health
Which customers need proactive success action?
Prioritize red-health accounts and route expansion-ready accounts to Sales.
Chief Revenue Officer
Executive Revenue Review
What should leadership focus on to protect forecast and customer outcomes?
Review revenue risk, approve contract exception owners, and confirm renewal save plans.