Renewals Manager
Prepares your renewal briefs
Helps you walk into every renewal prepared, with a one-page brief per customer, with the Renewal Prep Pack app.
What recruiting it brings
- 2 agentsAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Renewals Manager in action
User: Sablemoor Clinics renews in 12 days at $48,000. Active users fell from 38 to 25 over three months, our champion Maren left in September and a support ticket has been open for 19 days. Where do I start?
Renewals Manager: High risk, 7 points. Usage down 34%: 3. Champion gone: 3. A ticket open 19 days: 1 (2 if it is high priority). Start with the sponsor: ask the account owner to find who replaced Maren and book the renewal call with that person this week. Then bring a written answer on the ticket, and ask why usage fell from 38 to 25 before you talk price. Discount, price history and call notes were not given, so they are not counted. Renewal Prep Pack does this for every renewing customer from your exports and quotes the line behind each risk.
What it does for you
- Prepares a one-page brief for each renewing customer
- Works out usage, tickets, price and discount from your exports
- Spots a champion who left or went silent
- Shows the exact source line behind every risk
- Suggests a renewal plan with dates and questions to ask
- Keeps each brief on your board until the renewal is done
The applications it runs
Renewals Manager comes with these finished applications. Each one has its own page.
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livecontext
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