EcoIQ Platform Module

EcoIQ Customer Success & Renewal Engine

Turn pilots into renewals, expansion and verified long-term impact.

EcoIQ Customer Success & Renewal Engine helps project owners, municipalities, investors, suppliers and sponsors get value after purchase. It tracks onboarding, module usage, evidence completeness, MRV progress, report delivery, stakeholder reviews, renewal readiness and expansion opportunities across every account.

Core purpose: Make EcoIQ sticky, measurable and renewal-ready after the first sale.

Open Customer Success Dashboard Onboard New Customer Generate Value Review Check Renewal Risk Prepare Renewal Proposal Identify Expansion Opportunity Generate Sponsor Update Request Missing Evidence Send Follow-Up to Teams Create Customer Health Report

Connected EcoIQ Modules

Sales CRM & Partner Pipeline

Hands off a won opportunity into the customer success lifecycle.

Revenue & Pricing Engine

Supplies the package purchased that onboarding and renewal track against.

Command Centre

Surfaces live project status feeding account health.

Asset Passport

Supplies the asset records created during onboarding and expansion.

Impact MRV Layer

Supplies MRV progress that drives health score and renewal readiness.

Data Room & Evidence Vault

Supplies evidence completeness used in health scoring.

Executive Briefing & Board Pack Generator

Generates the value review and renewal proposal documents.

Public Trust & Impact Portal

Supplies the approved public story used in sponsor renewal updates.

Portfolio & Country Transition Atlas

Supplies expansion opportunities across regions and sectors.

Governance & Expert Review Board

Supplies the stakeholder approval status tracked per account.

Supplier & Funding Marketplace

Supplies supplier and funding progress relevant to renewal.

Microsoft Ecosystem Core Stack

Underlies Microsoft-based renewal and expansion pilots.

Teams

Delivers customer success alerts and follow-up reminders.

Power BI

Renders account health dashboards.

Dynamics 365

Can host account, renewal and opportunity records.

SharePoint

Stores customer reports and evidence packs.

Customer Lifecycle Stages

Stage 1

Contract Won

Customer signs pilot, subscription, sponsor pack or project report agreement.

Stage 2

Onboarding

EcoIQ sets up:

Account ownerUsersProject scopeAssetsPermissionsData roomReporting expectationsSuccess metrics

Stage 3

First Value Delivered

Customer receives first output:

Asset PassportFree Scan resultMobile Inspection reportInvestor MemoMRV baselineBoard PackCountry Atlas briefSupplier/Funding match

Stage 4

Active Usage

Customer actively uses:

Command CentreData RoomMRV LayerFinance EngineSupplier MarketplacePublic Trust PortalExecutive Briefing Generator

Stage 5

Impact Progress

Project moves toward:

ImplementationEvidence completionMRV verificationPublic summary approvalFinance readiness / supplier-funding progress

Stage 6

Value Review

EcoIQ reviews:

Outputs deliveredTime savedRisks identifiedEvidence collectedFunding opportunitiesVerified impactNext opportunities

Stage 7

Renewal Preparation

EcoIQ checks:

Usage levelValue deliveredStakeholder satisfactionUnresolved blockersMRV progressExpansion potentialRenewal risk

Stage 8

Renewal / Expansion

Customer renews or expands into:

More assetsMore countriesMore MRV packsMore reportsEnterprise subscriptionAPI integrationPublic Trust Portal reportingSupplier/funding marketplaceMicrosoft integration

Account Health Score

Onboarding completionUsage frequencyEvidence completenessAsset passports createdMRV progressReports deliveredStakeholder approvals completedUnresolved blockersSupport issuesRenewal date proximityCommercial value deliveredMaqasid/Mizan impact progress

Health labels

HealthyWatchAt RiskNeeds Executive AttentionExpansion Ready

Renewal Risk Signals

Customer has not uploaded evidence
Asset Passport incomplete
MRV baseline missing
No stakeholder approval
Report not delivered
No active usage in 30 days
Supplier/funding match stalled
Public impact story blocked
Unpaid invoice
Decision maker changed
Unresolved support issue
Project impact not visible

Expansion Signals

Multiple assets identified
One project verified successfully
Customer asks for more reports
Country atlas opportunity exists
Sponsor-ready projects available
Supplier/funding demand increasing
API integration requested
Power BI dashboard requested
Public impact reporting requested
Additional departments or regions involved

Customer Success Dashboard Cards

Active customersOnboarding accountsHealthy accountsAt-risk accountsExpansion-ready accountsRenewals due this quarterMRV projects in progressVerified impact deliveredReports deliveredData Room completeness averageAsset Passports createdPublic impact stories approvedSupport issues openUpsell pipeline valueRenewal pipeline value

Account Table Fields

Account nameCustomer typeCountrySectorPackage purchasedContract start dateRenewal dateAccount ownerHealth scoreOnboarding statusUsage statusEvidence completenessMRV statusReports deliveredStakeholder approval statusSupport statusExpansion potentialRenewal riskNext action

Customer Types

Industrial companyMunicipality / akimatGovernment agencyCSR sponsorIslamic finance providerImpact investorDevelopment bankSupplier / installerMicrosoft ecosystem partnerNGO / community organisation

Customer Success Playbooks

Playbook 1

New Customer Onboarding Playbook

Confirm scope
Create account
Assign owner
Set permissions
Create first Asset Passport
Open Data Room
Schedule kickoff
Define success metrics
Create first report timeline

Playbook 2

MRV Completion Playbook

Check baseline evidence
Collect after-data
Review evidence quality
Request expert review
Generate MRV report
Approve public summary if relevant

Playbook 3

Renewal Rescue Playbook

Identify blocker
Schedule executive review
Deliver value summary
Resolve missing evidence
Prepare renewal proposal
Show next impact opportunity

Playbook 4

Expansion Playbook

Identify new assets
Prepare portfolio view
Generate expansion proposal
Show verified impact achieved
Propose enterprise subscription or country atlas

Playbook 5

Sponsor Reporting Playbook

Collect before/after evidence
Verify MRV status
Prepare sponsor impact pack
Approve public story
Send sponsor report
Propose next sponsored project

Example Accounts

Account

Kazakhstan Regional Akimat

Watch

Package: Country Atlas + Clean Heating Pilot

Issue: MRV baseline incomplete for several heating projects.

Next action: Request missing fuel data and schedule technical review.

Expansion opportunity: Regional clean heating programme and Public Trust Portal reporting.

Account

UK Manufacturing SME

Expansion Ready

Package: Asset Passport + Mobile Inspection + Investor Memo

Value delivered: Factory energy losses identified, compressed air playbook matched, finance memo prepared.

Next action: Offer MRV Pack and Supplier/Funding Match.

Account

CSR Sponsor

Healthy

Package: Village Clean Heating Sponsor Impact Pack

Value delivered: Sponsor pack generated, project evidence collected, public summary awaiting approval.

Next action: Prepare second sponsor project list.

Account

Supplier Partner

Watch

Package: Supplier Marketplace Access

Issue: Supplier profile missing certifications and verified project history.

Next action: Request documents and update supplier fit score.

Account

Islamic Finance Provider

Needs Executive Attention

Package: Investor Readiness + Islamic Finance Brief

Issue: Shariah review process not confirmed.

Next action: Prepare qualified review workflow and update No Harm Gate notes.

Amanah Autopilot for Customer Success

Amanah Autopilot can run overnight and:

Detect at-risk accounts
Find renewals due soon
Identify accounts ready for upsell
Flag missing MRV evidence
Prepare customer value summaries
Draft renewal emails
Prepare sponsor impact updates
Flag stalled stakeholder approvals
Prepare morning customer success briefing

Morning briefing example: "5 accounts need follow-up, 2 renewals are due within 30 days, 3 projects are blocked by missing MRV evidence, 1 sponsor report is ready, and 2 accounts are expansion-ready."

Microsoft / Dynamics Integration

Dynamics 365 for accounts, renewals and opportunities
Teams for customer success alerts
Outlook / Microsoft Graph for follow-up reminders
SharePoint for reports and evidence packs
Power BI for health dashboards
Power Automate for renewal workflows
Microsoft Fabric for customer usage analytics

Value Review Summary

For each account generate:

What was purchasedWhat was deliveredEvidence collectedReports generatedRisks identifiedImpact achievedMRV progressMoney saved or opportunity created where evidence supports itStakeholder approvals completedNext recommended moduleRenewal / expansion recommendation

No Harm Gate for Customer Success

Before renewal or upsell, check:

Has real value been delivered?
Are claims evidence-backed?
Is the customer vulnerable or under pressure?
Are impact claims MRV-backed?
Is pricing transparent?
Are unresolved issues disclosed?
Is Islamic finance wording reviewed where relevant?
Are public impact statements approved?
Is upsell appropriate and beneficial?
Is human approval required before external reporting?

Safety and Governance

Customer success recommendations are commercial support tools, not legal, investment or financial advice.
EcoIQ must not overpromise guaranteed savings, funding, emissions reduction or impact.
Renewal and upsell should be based on real delivered value.
Public impact claims require MRV evidence and approval.
Islamic finance and Maqasid/Mizan content requires qualified review where relevant.
Customer data, evidence and communications must be permissioned and handled securely.