Client operations · Live demo
Renewal risk outreach before contracts lapse
Reaches customers whose contract is close to lapsing with a risk flag, like an unsigned renewal or a main contact who has left, and gets the renewal back on track.
Talk to Ruby at Quaywise
Quaywise is made up. Ruby is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Renewals slip quietly. The person who bought the software leaves, the order form sits unsigned, procurement wants new paperwork, and nobody notices until the contract has ended and the customer's team can't work.
How it works
- Checks every contract ending in the next 90 days for risk flags each morning
- Contacts the right person: the new owner when the main contact has left, procurement when paperwork is missing
- Confirms who will sign and what procurement needs
- Sends documents from the approved list: security pack, W-9 and the current order form
- Books the customer success manager and logs every step in Salesforce
What it connects to
- AgentHi Victor, it's Ruby from Quaywise. I understand you've taken over client operations at Tarrow Freight since Ellen Park left. Your Quaywise contract ends in 58 days, and I wanted to make sure the renewal has an owner. Have you got a minute?
- VictorSure. I didn't know it was coming up. Is the renewal paperwork with someone?
- AgentThe renewal order form went to Ellen three weeks ago and hasn't been signed. It's the same 180 seats on Business as this year. Who on your side would sign it?
- VictorMe, but procurement will want an updated security review and a W-9 before they'll approve it.
- AgentNo problem. I'll email you the security pack, our W-9 and the order form now. Jordan Blake, your customer success manager, can walk you through how your team uses Quaywise on Tuesday at 10am or Wednesday at 2pm Central. Which suits?
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Trial follow-up
Follows up trial workspaces based on what each team has actually done, and books help for the ones that have stalled.
Renewal and save calls
Calls customers whose renewal is close and whose usage has dropped, finds out why, and offers the agreed fixes before they cancel.
Customer support inbox
Answers customer emails and chats about seats, settings and workflows from the help docs and each customer's account, and hands bugs to the support team.
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