Client operations · Live demo
Contract renewal calls
Calls clients before their managed services contract ends with their year in numbers, and books a renewal review with the account manager.
Talk to Ivy at Wrenfield IT
Wrenfield IT is made up. Ivy 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
Managed services contracts roll over or lapse without a proper conversation. Busy operations leaders forget what the service has delivered, and a competitor's pitch lands first.
How it works
- Reads contract end dates and service numbers from the ticketing and billing systems
- Calls the client's approver 90 days before the end date, then follows up by email
- Shares the year in numbers: tickets handled and how many were within the agreed times
- Notes changes like team growth or new concerns for the review
- Books the renewal review with the account manager, who handles pricing
What it connects to
- AgentHi Karen, it's Ivy from Wrenfield IT. Meranti Wharf's managed services contract ends on 30 November, and Stephanie Koh would like to book a renewal review with you. Have you got a minute?
- KarenSure. Will the price change?
- AgentStephanie will cover pricing in the review, since you've grown from 240 to 310 users. She'll also bring your year in numbers: 2,140 tickets, with 96% handled within the agreed times. Would Tuesday at 10am or Thursday at 3pm by video suit?
- KarenThursday. Can she compare the Enterprise plan too? We've had a few phishing emails lately.
- AgentOf course, I've noted that for her. You're booked for Thursday at 3pm, and I'll email you the invite now.
Illustrative conversation. Names, numbers and details are made up.
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