Expansion and retention play
Ninety days before renewal, send the customer their results.
Written by
Shaunak TuragaDocsumUses
Shaunak TuragaDocsumUses- StartsA customer’s contract renews in 90 days.
- Step 1Pull the results
Cardinal gathers usage, meetings booked and pipeline created since signing.
- Step 2Check the risk
It flags a champion who left, falling usage or open support tickets.
- Step 3Write the recap
Three numbers and one thing to improve next year.
ToMatt Lee, CEO at OkapiSubjectokapi’s first year!Hey Matt!
Can’t believe it’s been a year already! Quick look at year one: 1,200 meetings booked, $4.1M in pipeline, and new reps booking their own meetings in five weeks instead of four months!
The one thing I’d change next year is coverage in New York.
Can we grab 30 minutes before the holidays to plan it?
-Devi
- Step 4Book the review
A renewal call lands on both calendars before day 60.
Run this play
Book a demo and we’ll set this play up on your list, in your voice, with your tools connected.
