Outcome. Enterprise accounts get a recurring quarterly business review task on a rolling cadence, so check-ins happen on a schedule instead of whenever someone remembers.
Workflow map
Enrollment, branches and actions at a glance
renewal-expansion-031
flowchart TD
A[Account Tier = Enterprise, Next QBR Due Date within 14 days] --> B[Create QBR task for owner]
B --> C[Notify owner]
C --> D[Wait until task complete, cap 30 days]
D --> E{Completed in time?}
E -->|Yes| F[Set Last QBR Completed Date = today]
F --> G[Set Next QBR Due Date = +90 days]
E -->|No| H[Notify manager: QBR overdue]
H --> I[Set Next QBR Due Date = +14 days]
When to use it, when not to
- UseUse it for Enterprise-tier accounts that need a regular touchpoint independent of any single renewal date.
- UseUse it once the team already tracks each account's tier as a property and wants that cadence enforced without a manual calendar reminder.
- SkipDo not use it for smaller accounts on a self-serve or low-touch model. The recurring task volume buries the CSM or AM queue for accounts that do not need it.
- SkipDo not use it as a substitute for renewal-expansion-024's pre-renewal executive business review reminder. That one is tied to a specific close date; this one runs on a fixed quarterly interval regardless of renewal timing.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.5 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.8 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
