Need leadership approval?

Hi [Name],

We’re currently piecing together churn risk, renewal exposure, and expansion opportunity across CRM, product usage, and CS systems.

Riley unifies these signals into a single revenue view — allowing us to identify at-risk accounts earlier and surface upsell opportunities before they’re missed.

This directly impacts churn reduction and expansion revenue. I’d like to move forward with implementing Riley to strengthen how we manage retention and growth.

Let’s align on the next steps.

Hi [Name],

Retention quality and expansion performance are core to our growth targets, but churn and upsell signals remain fragmented across systems.

Riley reconciles usage, renewal, and revenue data into one model — giving us clear visibility into churn exposure and expansion potential.

This reduces avoidable revenue leakage and strengthens how we manage NRR. I recommend we move ahead with adopting Riley.

Happy to walk through implementation details.

Hi [Name],

Today, we rely on separate Sales, Product, and CS views to assess churn risk and expansion opportunity.

Riley brings these signals together, so we can proactively identify churn exposure and prioritize expansion-ready accounts before revenue is impacted.

This shifts us from reactive reviews to proactive revenue control. I’d like to begin rollout planning.

Let’s discuss timeline and scope.

Hi [Name],

We’re moving forward with Riley to unify churn, expansion, and revenue signals across our existing systems.

Riley is SOC 2 Type II certified and GDPR compliant, with enterprise-grade access controls, encryption, and audit logging in place.

It integrates with our current CRM, product analytics, and warehouse without replacing core systems or moving ownership of our data.

Please let me know the process to initiate formal security review and documentation sharing.