IT services
Renewals that arrive before the incumbent's does.
Managed service contracts turn over on dates everybody knows and nobody diarises. Agents track those dates, open the conversation about sixty days out, and connect expansion cases to the incidents that justify them.
“We lose renewals we should keep, because the conversation starts three weeks before the date.”
Renewal dates are tracked, not remembered
Including the renewal dates of prospects still with a competitor. That is the most valuable date in the business and it usually lives in a note.
Incidents make the expansion argument
Three out-of-hours incidents not covered by their current plan is a conversation the customer will start themselves if you raise it.
Technical questions answered from approved material
Agents answer from what your team has confirmed and escalate anything else. A confidently wrong answer about coverage is expensive here.
Lost-on-timing deals come back automatically
The most common reason a prospect says no is that they are mid-contract. That is a date, and the date is worth waiting for.
Where to start
The motions this trade runs.
Four that almost every company in this line of work does by hand, inconsistently. Each has a clear threshold and stops somewhere a person should still decide.
- “Open renewals ninety days out with the service record attached”
- “Return to deals lost on timing, sixty days before their contract ends”
- “Raise additional cover where incidents evidence the need”
- “Answer inbound enquiries from approved technical material”
Opportunities
12 open · €184,000 · 5 need a person
Also relevant
Grow existing customers with better context.
Grow existing customers, with better context.
Other trades
Not quite your line of work?
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
Agents identify themselves on every call · Nothing commits without you · [email protected]