Renewal

Walk into the renewal with your customer's results.

Each promised result has its target from signing. Your team writes down what the customer gets, and the customer follows it in their portal until the meeting.

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What gets stuck before a renewal

What the customer expects stays in the sales notes.

At signing, nobody writes down their results with a target. A year later, nobody knows what was to be measured.

Nobody writes down what the customer gets.

Progress shows in meetings, then gets lost in emails and meeting notes.

The day before, your CSM pieces the year back together.

They reopen the CRM, the emails, the meeting notes and the spreadsheet to write a review.

The gap comes to light in front of the customer.

A result that has been slipping for months shows up at the meeting, and the discussion turns to price.

A renewal prepared from signing

At signing.
Your sales reps enter the objective sold in the customer's journey, at handoff. Your CSM writes down each result and its target with the customer; the customer finds them in their portal.
Along the journey.
Your team writes down with the customer the value achieved for each result, and the journey's weather flags delays. The Journey Agents alert your CSM as soon as a result slips. Soon
At each check-in with the customer.
Each meeting keeps its decisions and its actions, with their owner and their due date. The Step Agent prepares the agenda, result by result, for your CSM to approve. Soon
When the date gets close.
The renewal is a step in your Playbook, with its date in the journey, and the customer record says who decides and who champions your software on their side. The Step Agent prepares the review: the results achieved since signing, what remains to be done, the points to discuss; your CSM reviews and approves it. Soon Your Head of CS sees where each customer's results stand on one board.
At the meeting, and after.
Your customer has followed their results in their portal all year, with their target and the value achieved. Together you write down their results for the next period, and a new Playbook starts in the same journey.

The features used

Adaptive Playbooks

The renewal is a step in your method, with its date.

Business Outcomes

Each result has its target and its value achieved.

Customer Portal

Your customer follows their results all year, in your brand.

Insights

Accounts by champion count, and the decisions that are waiting.

AI Teammates

Soon

The Step Agent prepares the review; the Journey Agents flag a result that slips.

The teams involved

Customer Success

Your CSM leads the renewal with the customer's results.

Sales

The objective sold becomes the first result tracked.

Leadership

You see which results your renewals rest on.

Frequently asked questions

The renewal date

The renewal takes its place in your Playbook, as a step with its date. Your CSM sets it in the customer's journey, and HubSpot stays your CRM.

The value achieved

Your team writes it down with the customer, result by result. The customer sees it in their portal, next to the target.

The review before the meetingSoon

The Step Agent prepares it from the journey: the results achieved since signing, what remains to be done, the points to discuss. Your CSM reviews it, changes it if they want, then shares it.

A result not achieved

It shows in the journey like the others, with its target and the value achieved. You see it coming, and you talk about it with the customer before the meeting.

What your customer sees

Their results, their target and the value achieved, all year. Your Internal Outcomes and the AI Teammates' work stay within your team.

Price and contract

Sekential manages neither the contract nor the invoice. The price discussion stays yours; you lead it with the customer's results in front of you.

After the renewal

You write down with the customer their results for the next period. A new Playbook starts in the same journey, which keeps the customer's history.

Prepare each renewal with your customer's results.