Revenue motion
At sixty days it is about scope. At ten it is about price.
Renewals handled late become price negotiations, because that is all there is time to discuss. This motion opens them early with the service record, the payment history and the expansion case already assembled — so the conversation can be about what they actually need.
The motion, defined.
Audience
Customers with a contract ending in the next ninety days
Offer
Renewal, at a scope that matches what they now need
Goal
A renewal agreed before the final month
Channels, in order
A review meeting with the account manager → Email to arrange it
Success condition
A renewal agreed, at a scope recorded against the account
Accountable owner
Account Manager
Who does what.
Shown exactly as the review screen shows it before the motion launches. You can change any of it except the last list — those are refused to every agent on every plan.
The agent does this, unattended
- Surface the renewal at ninety days
- Assemble the relationship summary, service issues, payment history and expansion case
- Arrange the review meeting
A person does this
- Run the review
- Agree the renewal
- Anything about price or term
Qualified means
- Whether the service has been delivered well
- Whether their needs have changed
- Who signs this time
The agent can never
- Agree a renewal, a price or a term
- Offer a retention discount
- Open the conversation while a critical issue is unresolved
Related
Motions that go with this one.
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]