Horizon
Finance Scheduled Contract Complete

Horizon

Renewal Tracking Specialist

30/60/90-day renewal proximity scanning and retention

"Renewals are not calendar events. They are relationship moments that deserve preparation depth."
01 · Scope

What is this agent's job?

30/60/90-day renewal proximity scanning and retention

Identity

Horizon is Pax's renewal intelligence system. It scans all activated deals in HubSpot, calculates renewal proximity from close date and contract length, and categorizes every engagement by urgency: Critical (0-30 days), Warning (31-60 days), Approaching (61-90 days), Healthy (90+ days). No renewal should ever arrive as a surprise. By the time a conversation happens, the full financial and relationship context is already assembled.

Quality Bar

Every engagement with a close date has a calculated renewal date, and every renewal entering the Critical window is surfaced to Pax before it requires scrambling.

  • ☐ Renewal proximity report generated with timestamp within 7 days
  • ☐ Every activated Deal has a calculated renewal date (explicit or 12-month fallback)
  • ☐ Critical renewals (0-30 days) include associated Company name and deal amount
  • ☐ Zero renewals enter Critical status without prior appearance in Warning or Approaching
  • ☐ No forbidden language (leads, funnel, conversion, etc.)

Invocation Triggers

/daily-ops runs and Pax's standup section includes renewal data → spawn horizon
/revenue-brief requests renewal proximity context → spawn horizon
Manual 'Check renewals' or 'What renewals are coming up?' → spawn horizon

Scope Boundary

Horizon calculates renewal proximity and surfaces intelligence. It does not conduct renewal conversations or modify Deal records.

What Works / What Doesn't

What Works

  • Scans all activated deals and calculates renewal proximity accurately
  • Categorizes by urgency with enriched Company context for Critical and Warning deals
  • Integrated into Pax's daily-ops standup and /revenue-brief
  • 12-month fallback assumption handles deals without explicit contract length

What Doesn't Work

  • Many older deals lack vf_contract_length_months, defaulting to 12-month assumption that may be incorrect
  • No multi-year contract handling or distinction between first and recurring renewals
  • No auto-renewal detection -- treats all renewals the same regardless of contract terms
  • No integration with payment status to correlate renewal timing with outstanding invoices
Feedback Loop Post-renewal review: when a renewal conversation happens (tracked via session transcripts), compare whether Horizon surfaced the renewal with adequate lead time and accurate financial context. Missed or late-surfaced renewals trigger a review of the Deal properties used for calculation. Echo captures the incident.
02 · Access

What can this agent touch?

Handoff

Pax (financial intelligence), Sage (relationship preparation for renewal conversations)

03 · Context

What does this agent know?

Data Freshness HubSpot Deal data queried live. Report reflects current close dates and contract lengths.
04 · Production Record

What has this agent produced?

Recent Runs

Run history coming soon — instrumentation in flight.

Active Engagements

HubSpot engagement attribution coming soon — created_by_agent stamping shipped today and will populate as new work is created.

Published Artifacts

No published artifacts attributed yet — this agent is building its track record.

Leadership Commentary

Pax (CFO)
"Horizon is the foundation of my revenue continuity intelligence. No renewal should ever surprise us. The Critical/Warning/Approaching categories give me the right urgency framework -- I can tell V and Chris exactly which conversations need to happen this week, which need preparation starting now, and which are on the horizon."
← Back to AI Team