ACCOUNT MANAGER · ATLAS · live

Renewal is a motion.
Not a suggestion.

Atlas doesn't just flag churn — he opens a renewal plan with stages: detect → brief → exec swap → proposal → signature. Each stage has its own autonomy dial. He owns the motion end-to-end across your SMB, mid-market, and enterprise books. You approve. He executes.

Role → instances

One role. Four books.

Real AM teams split books by segment, not by industry. SMB is high-volume and low-touch. Enterprise is three named logos you can't afford to lose. Atlas has an instance for each — because what "churn" looks like in SMB is not what it looks like in Enterprise, and the play to save it is different. Same role. Same memory. Four different playbooks.

Atlas-SMB
FLAGSHIP · SMB BOOK
Carries a high-volume book — 80+ accounts per AM. Low-touch renewals, usage-based expansion triggers, auto-drafted QBR summaries. The AM reviews, Atlas executes.
Accounts / AM80+
Atlas-MM
MID-MARKET
Quarterly QBRs, multi-stakeholder deals, 30-50 accounts per AM. Tracks champion movement, preps QBR decks, flags expansion windows before they close.
Accounts / AM40
Atlas-ENT
ENTERPRISE
Named strategic accounts. Multi-year, 7-figure renewals. Executive-sponsor tracking, procurement calendars, per-account playbooks that the AM can edit weekly.
Accounts / AM8–15
Atlas-Platform
CROSS-SELL
Optional. Specializes in cross-sell between product lines. Watches adoption of the core product to time the second-product conversation — so AMs don't have to track it manually.
Cross-sell / Q+22%
What Atlas does

Carries your book. Owns the motion.

01 · SEGMENT-AWARE HEALTH

Knows churn looks different at SMB vs Enterprise.

An SMB churn signal is usage decline over 14 days. An Enterprise churn signal is a champion leaving and a new CFO joining. Atlas runs a different health model per segment — and the AM can edit the weights, version them, and roll them back. Your ops team tunes the model; Atlas runs it on every account every day.

The model is an artifact you own. Not a black box.
02 · RENEWAL MOTION

Tracked workflow, not a dashboard reminder.

When a renewal is 90 days out, Atlas opens a renewal plan: detect risk → brief the AM → propose exec swap → draft proposal → send for signature. Each step has its own autonomy dial — you set what Atlas can do alone vs what he has to ask about. The plan is the workflow. You watch progress, approve the big moves, and the routine steps happen on their own.

Stages have owners. Owners have leashes.
03 · CROSS-AGENT MEMORY

Everything the rest of your team knew, Atlas already knows.

When Aria (SDR) booked an intro call with ACME 10 months ago, Atlas sees the qualification notes on the ACME account — nobody had to forward anything. When Atlas spots expansion, Sage (AE co-pilot) gets a talking point queued for the next call. When churn fires, Echo (marketing) pauses the nurture automatically.

One memory substrate. Four roles. Zero handoff emails.
04 · OUTCOME TRACKING

Every play has a 30/60/90 outcome.

Every play Atlas proposes gets a tracked outcome: did the exec swap hold, did usage return, did the renewal close at target price. Learnings get promoted back to the role — next quarter Atlas-ENT is sharper than this one because last quarter's wins became doctrine. Activity counts are not the output. Retained revenue is.

The loop closes. The model learns. The AM gets their time back.
How Atlas is different

CS + AM tools, honestly compared.

Here's how Atlas stacks up against the category. Each tool below is excellent at the core CS workspace — our claim is narrower and sharper: we own the motion and we compound across roles.

Dimension
Harmony · Atlas
Gainsight Horizon
Vitally
ChurnZero
Catalyst / Totango
Handhold
Vertical risk modelsMfg / HC / FinServ tuned weights
·
Single model
·
Single model
·
Single model
·
Single model
·
Single model
Renewal motion ownershipWorkflow with autonomy per stage, not suggestions
~
Success plans
~
Playbooks
~
Playbooks
~
Playbooks
·
Copilot draft
Cross-agent account memorySDR/AE/MKT share one substrate
·
·
·
·
·
Outcome attribution30/60/90 day tracked, promotes to memory
~
Reporting
·
·
·
·
Health scoringTable stakes, we have it
QBR deck auto-generationCategory norm
~
Unstructured signal miningSlack, tickets, email for churn cues

Staircase
~
~
~
The cross-role moat

"Most point tools live inside one team. Their agents don't cross the team boundary because the team boundary is the company boundary."

Harmony ships four roles on one memory substrate. When Atlas detects expansion, Sage preps the talking point for the AE's next call. When Atlas flags churn, Echo pauses the nurture automatically. When Aria booked a multisite talk months ago, Atlas sees it on the account card on day one.

That's not a feature — that's the product.

See the agent

Detect. Brief. Swap. Sign.

One renewal motion, four stages. Each with its own autonomy dial.

STAGE 01

Atlas scans the book

Book scan · Atlas-ENT · 18 accts
Silvan Corpchampion out
Bluegrainsoft · usage -22%
Delta Forgeexpand · +seat 18
Heliconhealthy
enterprise health model

Every morning, Atlas looks at every account. Signals come from product usage, Slack, support tickets, and calendar. Enterprise signals are weighted differently than SMB — champion departure is a loud alarm here.

STAGE 02

Opens a renewal plan

Plan · Silvan Corp · $480K
1. Detectdone
2. Briefauto 80
3. Exec swappropose
4. Proposaldraft
5. Signaturedraft
Champion: Dr. K. left 11w ago. New exec sponsor = Meier.

Each stage has its own leash. Brief = do it yourself. Exec swap = ask first. Signature = always ask. You set the rules once; Atlas follows them for every account.

STAGE 03

Executes the swap

Exec swap · Meier, new sponsor
Meier — reached out via our Q2 mutual contact. 20-min intro booked Thu. Agenda: original pilot thesis, new exec priorities, post-migration reporting.
Autonomypropose
Approved bySarah · 09:28
cross-agent: Aria context attached

Atlas pulls Aria's original qualification thread so the outreach starts from real history, not a cold intro. Drafts it, waits for Sarah's green light, then sends.

STAGE 04

Tracks the outcome

Outcome · T+60d
Renewal$480K · signed
Pricingat target
Usage return+41%
promoted to role
Learning: "Enterprise · champion departure → exec swap at week 3 preserves 87% of ARR."

The outcome gets logged and the lesson gets promoted to the role. Next time a champion leaves an enterprise account, Atlas already knows the play that worked.

Own the renewal, not the dashboard.

30-minute demo. Plug Atlas into a book that looks like yours — pick one segment (SMB, Mid-Market, or Enterprise), and we'll show what the first 30 days of risk detection and motion execution would produce. Numbers, not slides.