Protect and Expand Revenue
Get account context, expansion signals, and relationship insights before every renewal conversation.
What is Renewal Calls?
Renewal call preparation involves gathering current account context, usage patterns, stakeholder updates, and expansion opportunities before renewal conversations. Good preparation protects revenue and identifies growth opportunities.
Why It Matters
Renewal calls are critical moments for customer retention and expansion. Well-prepared renewal conversations identify risks early, surface expansion opportunities, and strengthen relationships.
Common Challenges
Scattered account data
Account context is spread across CRM, support tickets, usage data, and external sources.
Missing expansion signals
Growth opportunities are easy to miss without systematic account monitoring.
Stakeholder changes
Champions and detractors change without CSMs being aware, affecting renewals.
How Prepd Helps
Account Context
Prepd aggregates account information from multiple sources into comprehensive briefs.
Expansion Signals
Identify hiring, funding, and growth indicators that suggest upsell opportunities.
Stakeholder Updates
Track stakeholder changes, new hires, and departures that affect relationships.
Renewal Calls Checklist
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