The Customer Success Café Newsletter

The Customer Success Café Newsletter

The Exec One-Pager That Protects Renewals

Hakan Ozturk | The CS Café's avatar
Hakan Ozturk | The CS Café
Feb 01, 2026
∙ Paid

ClickHouse raised $400M Series D recently and backed it up with two moves that matter for Customer Success:

  • A move to measure and monitor AI in real customer workflows (Langfuse)

  • A move to run both app data and analytics in one place (Postgres)

That combination screams one thing: production is the battleground now.

This is the same renewal problem every SaaS team runs into, whether you sell analytics or not.

And in production, renewals are not won by “adoption vibes.”

They’re won by proof.

Paid members can download the Proof-of-Value Renewal Kit (Excel) to implement this fast.

If you can’t show outcomes with data, your renewal becomes a debate.

If you can, your renewal becomes a decision.


The renewal reality nobody says out loud

Most CS teams already have usage data.

They just don't have a Proof-of-Value system.

And here’s the damage: CS teams running consistent, outcome-focused QBRs maintain net retention rates 15-20 points higher than teams relying on reactive support alone.

So what do reactive QBRs look like?

  • feature updates

  • charts without context

  • activity reports

  • “we’re partnering closely”

Execs hear: “Trust us.”

Procurement hears: “Discount us.”


The Proof-of-Value Operating Rhythm

This is the rhythm that turns product telemetry into renewal leverage:

Usage telemetry > executive narrative > renewal leverage

Not once a quarter.

Every month, with a tight loop.

Here’s the system.


Part 1: Instrumentation that answers exec questions

Execs do not care about logins. They care about impact and risk.

So you need three layers of telemetry:

1. Adoption signals (leading)

These show momentum.

  • Active users by persona (not just total users)

  • Frequency (weekly active, daily active if relevant)

  • Key feature utilization (top 3 workflows that matter)

2. Value signals (outcome-linked)

These show results.

Pick 2 to 4 that map to your customer’s business case:

  • Time saved per workflow (and total hours saved)

  • Error reduction or quality increase

  • Cost avoided (manual work, tooling, downtime)

  • Revenue influenced (conversion, retention, upsell, throughput)

3. Risk signals (renewal killers)

These show what could break trust:

  • Drop in usage for a critical workflow

  • Support severity spikes

  • Performance issues, outages, and latency

  • Stakeholder disengagement (champion silence, exec absence)

If you sell AI-powered products: procurement teams are increasingly asking for AI quality and control metrics during reviews.

If you can’t answer “How often do humans need to intervene?” with data, your renewal becomes a risk conversation instead of a value conversation.

And the trendline is clear: observability spend is rising fast, with AI-related observability emerging as a real buyer requirement.


Part 2: The Exec Proof Dashboard Spec

This is what your exec view should contain.

Not 30 charts. One page.

Header

  • Account goal (one sentence)

  • Renewal date + renewal path (auto-renew, legal, procurement, re-compete)

  • Current status: On track / At risk / Escalation

Proof tiles (4 max)

  • Business outcome (number + plain-English definition)

  • Adoption of the value workflow (not generic usage)

  • Time-to-value milestone (where they are in the plan)

  • Risk indicator (only if it threatens renewal)

Example (copy this):

  • Business outcome: 312 hours/month saved

  • Meaning: “You got roughly 2 FTE worth of capacity back each month.”

  • Value workflow adoption: 4 teams running the workflow weekly

  • Risk indicator: Latency up 18% last 14 days, mitigation in progress

Trend + context

  • 90-day trend for the single most important value KPI

  • “What changed” notes, in human language

Next 30 days

  • 3 actions max

  • each action has: owner, date, expected impact

Rule: if your dashboard can't be read in 60 seconds, it's not an exec dashboard. It's an internal report. (See: metrics executives actually care about)


Part 3: The QBR Evidence Pack

Stop building QBRs from scratch.

Build an evidence pack and reuse it every quarter.

Here’s the pack structure (8 slides max):

  1. The decision we’re here to make

    Renew scope, expand scope, or fix risk

  2. Original success plan

    Goals, metrics, timeline (one slide)

  3. What changed since the last review

    3 bullets, no storytime

  4. Proof of value

    The 2 to 4 outcome KPIs, trend, and business meaning

  5. Adoption of the critical workflow

    Which teams adopted, how often, and where it’s stuck

  6. Reliability + risk

    Incidents, performance, AI quality issues, mitigations

  7. Next value milestones

    Next 30, 60, 90 days with owners

  8. Asks

    Decisions you need, stakeholders you need, timeline you propose

This keeps the conversation in exec language: outcomes, risk, decisions.


Part 4: The Value Milestones Timeline

Most renewals fail because value shows up too late.

So you publish a timeline early, and you run the customer against it.

A simple milestone model you can use

Week 0: Value contract

  • Define 2 to 4 outcome KPIs

  • Confirm data sources

  • Agree on how you’ll measure improvement

Week 2: First proof

  • Show early leading indicators

  • Confirm the workflow is actually being used

Week 4: Value v1

  • First measurable outcome shift

  • Document what caused it

Week 8: Expansion-ready signal

  • Usage stable + outcome improving + risk controlled

  • Identify the next team or next use case

Week 12: Exec checkpoint

  • 15-minute exec update with the one-page dashboard

  • Confirm renewal path and timeline

Week 16+: Renewal pre-wire

  • Summary of proof, remaining gaps, and decision date

  • Align procurement before they “start the process.”

This is how you avoid the “Q4 scramble” renewal.

You’re not chasing signatures.

You’re controlling the timeline.


The email you send to set this up (copy/paste)

Subject: Wire our renewal now (before Q4 starts)

I want to prove value before we're both scrambling in Q4.

That means aligning on:

  • The 2-4 outcomes we'll measure together

  • The workflow that drives those outcomes

  • A timeline that keeps us both honest

I'll bring a one-page dashboard draft. We lock it this month, run it monthly, and your QBR becomes a 15-minute decision meeting instead of an hour-long recap.

20 minutes this week?


Why this matters now (the ClickHouse signal)

ClickHouse's announcement wasn't just "we raised money."

It was a bet that the next wave of software wins by being:

  • real-time (production-grade)

  • observable (trust and accountability via LLM observability)

  • unified (fewer moving parts, fewer excuses)

Customer Success has to match that reality.

That's why:

  • Your instrumentation needs to be real-time. Adoption + outcome KPIs updated weekly, not quarterly

  • Your proof dashboard needs to be observable i.e. risk signals that show what could break, before it breaks

  • Your renewal system needs to be unified: one timeline, one dashboard, one evidence pack (not scattered spreadsheets and last-minute scrambles)

Because when customers run mission-critical, always-on workflows, they don't renew on relationships.

They renew on evidence.

And the teams that operationalize evidence will win renewals before the renewal even starts.


If you want to implement this without building from scratch, paid members can download the Proof-of-Value Renewal Kit (Excel) to generate an exec one-pager + QBR evidence pack + milestone timeline in under 30 minutes.

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