Not sure how to handle upcoming renewals for your current customers? You don’t want to bug your customers, but you also need to get that contract signed. To get it right, you need a campaign that allows your customer to feel supported and heard long before talking about their renewal.
Use: Discuss an upcoming renewal with a current customer to make sure you’re meeting their needs before getting their contract signed.
Tips & Tricks: Be prepared to add in outreach as necessary. CS teams should always aim to meet the needs of their customers, but this becomes especially important leading up to renewal and requires quite a bit of diligence and attention.
Engagement Channels: Email, Phone, LinkedIn
I hope you’re having a great week! I’m checking in to ask if {{!! PRODUCT }} is meeting your needs and expectations so far.
As a reminder, you can visit our {{!! HELP CENTER NAME }} to find more information about our product and company at any time: {{!! LINK TO HELP CENTER }}
If you have any questions or concerns about {{!! PRODUCT }}; I’d be delighted to provide some assistance. Feel free to send me an email and I’ll respond as soon as possible.
