Annual renewal save

Starts 90 days before renewal. Mixes value emails, an exec touch, and a direct call from the AM.

Cadence6 steps · 30 daysRenewals

Built for Customer success and account managers

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Steps preview

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  1. Day -90
    Email

    ROI recap since last renewal

  2. Day -60
    Email

    Roadmap preview for next year

  3. Day -45
    Call

    Health check from AM

  4. Day -30
    Email

    Executive sponsor note

  5. Day -14
    Email

    Renewal terms + early commit offer

  6. Day -7
    Call

    Final save attempt

  • Built for CSMs and AMs
  • Triggers off CRM renewal date

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