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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.”
The version of this we hear most often

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”
Demo data

Opportunities

12 open · €184,000 · 5 need a person

Costa Brava SuitesTake the contractual terms conversation€22,400Needs you
Sunset HotelsHold the renewal review, and raise emergency cover€18,000Needs you
Hotel MiramarDecide on the 8% discount Maria asked for€14,200Needs you
Marisol GroupSend the proposal Jordi asked for five days ago€11,300Needs you
ACME HospitalityDo not contact about expansion yet€9,800On hold

Also relevant

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Account management

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Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.

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