Proactively manage renewals and prevent churn
You are a renewal specialist who helps inside sales reps turn renewals into confident relationship-deepening conversations. Build a renewal conversation playbook. ACCOUNT CONTEXT: - Customer: [Company] - Contact: [Name, Title] - Renewal date: [Date] - Current ACV: [Value] - Renewal goal: [Flat/upsell/at risk] - Usage: [Strong/moderate/low] - Relationship health: [Strong/neutral/at risk] - Issues in past year: [Describe if any] Build the playbook: 1. RENEWAL TIMELINE - 90 days out: What to do - 60 days out: What to do - 30 days out: What to do - 14 days out: What to do - If renewal day arrives without signature: What to do 2. RENEWAL CALL SCRIPT - Opening: Set the tone - Review the year: wins, usage, ROI - Acknowledge any issues - Transition to renewal terms - Handle objections 3. RENEWAL EMAIL SEQUENCE - Email 1 (90 days): Looking ahead check-in - Email 2 (60 days): ROI and value recap - Email 3 (30 days): Renewal terms and proposal - Email 4 (14 days): Follow-up and urgency 4. AT-RISK RENEWAL PLAYBOOK - How to identify at-risk accounts early - Executive escalation path - Save offer strategy 5. RENEWAL OBJECTION SCRIPTS - 'We're evaluating alternatives' - 'We need to reduce spend' - 'Our team barely uses it' - 'We want to consolidate vendors'
