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Upcoming renewal sales flow


As a renewal approaches, it’s important to get in front of buyers to understand how their priorities have evolved over the course of the relationship. You need to know the concerns and challenges that your point of contact is encountering. Send an automated sequence to approaching renewals to set up a meeting. For contacts that are difficult to reach or renewals that are fast approaching with no resolution, offer varying levels of offers and upsell or concessions based on data from their engagement and usage. 

Note: Run different plays based on the customer health score. We use a combination of product usage data plus how engaged the relationship has been over the past year. This contributes to a customer health score that lets us know how likely someone is to renew. We channel these metrics into different sequences to take different approaches with different accounts. 


  • Renewal date in three months (or relevant time period for your business)


  • Sales flow 
  • Segment by Product, Usage Grade, and Segment