Prep the renewal brief
Prepare for the renewal conversation with the customer's goals, results, risks and the plan.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads recent calls and emails, outcomes delivered, risk signals, contract terms from the CRM, narrowed by what you ask
- 3Reason
Lead with the value delivered, then the risks to address
- 4Act
Build a renewal brief with value, risks, stakeholders and a plan, returned in Ask Avoma
- 5Human judgment
CSM decides the plan for the renewal conversation
Prompt
Prepare for renewals with a brief covering delivered value, customer priorities, stakeholder engagement, outstanding risks, and recommended next steps.
Prepare a renewal brief for [Customer], renewing on [date]. From recent meetings, emails and the CRM, summarize the value they have seen, risks or concerns raised, key stakeholders and the decision process, and propose the plan for the renewal conversation.
What good looks like
A renewal conversation goes better when the value is written down first.
Lead with results against their goals
The customer renews on outcomes.
Name the risks before they do
Raising concerns first builds credibility.
Map who signs off
Renewals stall on approvers you haven't met.
Customer stories
What teams say
Helping us proactively address client churn risk and identify opportunities for growth. The tool helps us identify and act on the queues much more quickly.
Avoma lets us identify opportunities for upselling as well as understand churn risks early to avoid danger for our business.
What’s stopping you from turning every conversation into actionable work?
