A renewal is decided by everything that happened in the six weeks before it, and the owner usually learns what that was the morning of the call.
Kiwi reads the open deal from the CRM and every meeting and email from the last six weeks, names the one thing the customer is still waiting on, and drafts the renewal email for the owner to approve before it is sent.
AgentRenewal prep
- 1Read the deal and the last six weeks
The open renewal from HubSpot, and every meeting and email since late August. - 2Name the one open riskMaya has asked twice for the mirrored-capacity cost model, and it has not been sent.
- 3Draft the renewal emailTo Maya, leading with the cost model and the date of the commit call.
- Priya approves the emailCheckpoint · Account ownerShe keeps it, edits it first, or ends the run.
- 4Send it, and log it on the dealSent from Priya's Gmail, with a note on the HubSpot deal.
