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> Yearly renewal process for customers of a b2b SaaS
Yearly renewal process for customers of a b2b SaaS
Preparation Phase
Review customer accounts and contract details
Identify renewal dates for each customer
Analyze customer usage data and satisfaction metrics
Prepare renewal proposals and pricing options
Communication Phase
Schedule meetings or calls with customers for renewal discussions
Send reminder emails about upcoming renewals
Provide a summary of usage and benefits experienced over the past year
Share any new features or updates relevant to the customer
Proposal Phase
Present renewal proposals to customers
Discuss any changes in terms, pricing, or services
Address customer concerns and questions regarding the renewal
Negotiate terms if necessary
Confirmation Phase
Obtain customer approval and sign the renewal contract
Update customer account with the new contract details
Confirm renewal date and next steps with the customer
Post-Renewal Phase
Send a confirmation email with renewal details and next steps
Schedule a follow-up meeting to discuss ongoing support and goals
Monitor customer satisfaction and engagement post-renewal
Update internal records and CRM systems with renewal information
Review and Improvement Phase
Analyze the renewal process for efficiency and effectiveness
Gather feedback from customers regarding the renewal experience
Identify areas for improvement in the renewal process
Implement changes for future renewal cycles
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