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AI agents that prove your value before every renewal.

Business case proves your value before every renewal: AI agents build each case from the usage and tickets you connect, in the account’s own costs, with every number signed to its source. After your OK, they answer finance as declared AI agents.

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Example

Pick it, and everything it needs is already set up.

Nothing to build or buy, and nothing to run yourself.

Business case

  • An agent ID, declared as AI
  • Usage and tickets, read only
  • The account’s own costs
  • A page finance can open
  • A refresh every Monday
  • A signature on every number

It runs on your schedule, and keeps the proof.

A renewal case finance can check without calling you, kept current until they sign.

Example: the Payroll SaaS renewal

Your companyMissionsBusiness case

ExampleWaitingEvery Monday until renewal

Business case

Payroll SaaS renews on 29 Dec. Build the case from the usage and tickets they share with us, in their own costs, and keep it current until they sign.

Targets
1 renewal, from your CRM
Journey
  1. Read usage and tickets
  2. Use their own costs
  3. Sign every number
  4. Follow up in the rep’s thread
How often
Every Monday until renewal
Report
A page their finance team can open
Set up
  • Agent ID, declared as AI
  • Tools you connect
  • Their own costs
  • Signed record

Run log

  1. Usage, helpdesk and CRM read, with their consent. Usage up 41% in 6 months.Day 1, 09:00
  2. 312 tickets resolved a month. Their own figures: 50 minutes a ticket, $59 an hour.Day 1, 09:20
  3. Case ready: up to 3,120 staff hours a year saved, from 312 × 12 × 50 minutes.Day 1, 10:00
  4. Your rep approves. The agent adds the case to the rep’s thread with their champion, from its own address.Day 3, 14:10
  5. Their finance team asks how tickets are counted. The helpdesk export goes back, after your OK.Day 9, 11:30

Finding

Up to 3,120 staff hours a year saved: 312 tickets a month × 12 × 50 minutes, all from their own data.

A short reply for the champion, drafted in your rep’s thread. Sent after your OK.

Example run. Every number signed back to its source.

The agents do the legwork. You make the calls.

  1. Connect what they share

    Usage, helpdesk and CRM, read only, with the account’s consent.

  2. Price it in their costs

    Their hourly rate and their cost per ticket, never a benchmark.

  3. Sign every number

    Each figure links to the record it came from, so finance can check it without a call.

  4. Follow up in your rep’s thread

    After your OK, the agent answers questions in the same thread, from its own declared address, until the champion confirms.

It covers the whole job, and stops where it should.

In every case

  • Usage

    Seats, logins and teams added, month on month.

  • Work done

    Tickets resolved, replies sent and time saved, from the tools they use.

  • Their costs

    The rates they’ve shared, so the money is theirs, not ours.

  • Pilot results

    With their OK, declared test customers ask their support the same questions on day 0 and day 28, and every answer is timed.

What finance can check

  • A source for every number

    Open any figure to see the export, ticket or chart behind it.

  • Signed

    Every number is signed when it’s added, so a changed figure shows.

  • The sum beside every saving

    Tickets, minutes and their hourly rate, in the same line as the money.

  • Kept current

    Refreshed every Monday until renewal, so the case never goes stale.

A case their finance team can check without calling you.

See a real store check
  • Shareable page

    The whole case, every number linked to its source.

  • PDF

    Signed, for the renewal pack.

  • Email

    In your rep’s thread with the champion, from the agent’s own address, after your OK.

  • Your CRM

    The case and where it stands, on the renewal record.

  • Slack

    When the champion replies or a number moves.

Start from the recipe. Change anything.

Renewals
Every renewal on your book, or the ones you pick
Data
Usage, helpdesk and CRM, connected with the account’s consent
Costs
The account’s own rates, never a benchmark
How often
Every Monday until renewal
Follow ups
In your rep’s thread, from the agent’s own address, after your OK
Shared with
The champion and their finance team

Every number in the case opens the record it came from.

Example: the Payroll SaaS renewal.

Their numberWhere it comes from
UsageUp 41% in 6 monthsProduct analytics
Tickets resolved312 a monthHelpdesk
Median reply38 minutesHelpdesk
Teams using itFrom 2 to 5CRM
Staff time savedUp to 3,120 hours a year312 × 12 × 50 minutes, priced at their $59 an hour

Their numbers, their consent, and a source behind every figure.

Obsession’s Business case builds it from the usage and tickets the account shares through tools you connect, prices it in the account’s own costs, and links every number to the record it came from, so their finance team can check it.

Business case gives up to 260 hours a year back for 1 account manager who spends 5 hours a week pulling usage and ticket exports and rebuilding renewal decks. In the Payroll SaaS example, the case was ready 1 hour after the data was read.

Business case uses only what the account shares through the tools you connect, with their consent, priced in their own costs.

Yes. Every number in a Business case links to the record it came from and is signed, so they can check it without asking your rep.

Business case emails only in your rep’s own thread, from its own address, as a declared AI agent, after your OK. It never writes as your rep.

You see them first: Business case shows the numbers as they stand, so you know which accounts need a save plan instead of an upsell.

Start Business case at kickoff, so the case builds week by week until renewal. 90 days out works too.

Business case covers as many as you add. Each case refreshes every Monday until it renews.

Renew on numbers their finance team can check.

Join the waitlist. Business case comes ready to run on your next renewal.

We keep your email to set up your first run and tell you about Obsession. Privacy notice