Client operations · Live demo
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.
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
Accounts that are drifting away rarely say so. The first sign is a cancellation notice a month before renewal, when it's too late to fix the setup problem that caused it.
How it works
- Checks renewal dates and active users for every account each week
- Calls the main contact 30 days before renewal when fewer than half the seats are active
- Asks what's getting in the way and records the reason in Salesforce
- Offers the agreed fixes: a free setup session, fewer seats or the Growth plan
- Passes discount and cancellation requests to the renewals manager with a summary
What it connects to
- AgentHi Marcus, it's Ruby from Quaywise. Harlan Birch's Business plan renews in 30 days, and I noticed only 18 of your 60 users logged in this month. Can I ask how it's going?
- MarcusHonestly, we're thinking of dropping it. The partners never took to it, and we never got it talking to Salesforce.
- AgentThanks for being straight with me. That part's fixable. Renewing customers get a free 45 minute setup session, and Finn could connect Salesforce with your team on Monday at 2pm or Thursday at 2pm Central. Would that help before you decide?
- MarcusMaybe. Could we also cut the number of seats?
- AgentYes, seats can be reduced at renewal. Thirty five seats on Business would be $24,780 a year instead of $42,480. Shall I book Thursday at 2pm and ask Devon to prepare the seat change?
- MarcusYes, do both.
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 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.
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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