For Renewals specialist · 8 Grok Bots

A retention back office that keeps every renewal on time and your forecast honest

8 Grok Bots for a renewals specialist: track every renewal date, catch at-risk accounts early, brief every renewal call, draft quotes and save plays, book the calls, and build the retention forecast — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·3 domain specialists·Success metric: On-time renewal coverage and forecast-to-retention accuracy·Category: Corporate roles
The problem it targets

Running the renewal book between calls — tracking which contracts renew when across a portfolio of accounts, reading usage and support signals to decide which are at risk, taking notes from every renewal call and QBR, drafting renewal quotes and uplift options from the approved pricing, building a save play for each shaky account, and rebuilding the renewal forecast by hand every week — so renewals slip past their date, at-risk accounts are caught late, quotes go out slow, and the retention number is a guess.

What you get

From day one

1

Every contract's renewal date, term, and stage kept current in one tracker, with the accounts entering their renewal windows surfaced early — so no renewal slips past its date unseen.

2

A risk brief for each account built from usage, support signals, and your own recorded renewal calls, a renewal quote drafted from your approved pricing with the arithmetic shown, and a save play for each at-risk account with concessions kept to your approved bands.

3

Proposed renewal-call and QBR times ahead of each renewal date with confirmations and agendas ready to send, and a one-page weekly renewal forecast with every number traceable to its account rows.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Renewal Pipeline Tracker

intake
read-only
Watches & prepares — never sends
Logging contracts; keeping every renewal date, term, price, and stage current and surfacing renewal windows
Approves: renewal-date/stage flags for the specialist to confirm
3

Account Health Analyst

researcher
read-only
Watches & prepares — never sends
Risk briefs from usage, support signals, and recorded calls
Approves: none (nothing leaves; briefs are internal)
4

Renewal Proposal Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Renewal quotes and uplift options from the approved pricing sheet, assumptions flagged
Approves: every quote before it goes out
5

Save Play Strategist

specialist
specialist
Drafts for your review — you approve before anything leaves
Save plays for at-risk accounts — risk, ask, concession bands, fallback
Approves: every offer; any out-of-band concession
6

Renewal Call Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed renewal-call and QBR times; drafted confirmations, agendas, and recaps
Approves: every message; every booking
7

Renewal Forecast Reporter

reporter
read-only
Watches & prepares — never sends
Weekly renewal forecast and retention digest with every number traced to its rows
Approves: none (nothing leaves; the specialist commits)
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
First-party renewal check-ins, adoption nudges, and expansion notes to the specialist's own opted-in accounts
Approves: every message before it is sent
The handoff — one shared chat
Tracker→Analyst→Drafter→Strategist→Coordinator→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every quote, message, and save play waits for your approval.
  • ×It works only your own opted-in accounts. It does not buy lists or reach anyone you have not chosen.
  • ×It never renews a contract, moves money, or approves a concession, and it never commits the forecast — the commit is your call.
  • ×It never quotes a price, uplift, or concession that is not on your approved pricing sheet or bands.
On-time
renewal coverage and forecast-to-retention accuracy
How you'll know it's working

One number, measured over time

Share of renewals worked with a dated next step before their renewal date, and how closely the committed retention forecast tracks what actually renews in the window

Before day one

What you fill in — the bots never guess these

renewal-book
the header contract for the renewal book every bot reads and writes.
renewal-pricing
your approved renewal prices, uplifts, and discount bands. Pricing comes only from here.
concession-bands
your approved concessions and the order to offer them. Save plays offer only from here.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

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Live sessions and replays to get you and your coworkers productive with your fleet fast.

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