A renewal is easier to earn while the contract still has time on it. Risk shows up as a usage change, a support spike, a champion who stops replying, or a fix that is still open. If the team waits for the last month, the customer already has a view of the year, and your story is a deck built in a hurry. The goals, the evidence, the stakeholders, and the deadline need to sit in one place the whole time.
This guide covers five parts of that work. Each part describes the problem, and then describes how you handle it in Quivly.
Prepare early enough to address risks
Renewal risk is visible before the renewal meeting. Usage moves, tickets pile up, or the main contact goes silent. If the first look is a report you build near the end of the term, you start the response late. Finding out who needs attention is itself a project, because the signals live in different tools.
In Quivly, every account has a health score that updates from usage, support, billing, conversations, and market signals. You can see which renewals are moving toward risk. Quivly explains what changed in plain language, and it attaches the source. The renewal date sits on the account. You open a renewal project while there is still time to act, and you put each risk on it as a task with an owner. The Actions Feed ranks the accounts that need a touch and drafts the outreach for your team to review. You start the work when the score moves.
Connect customer goals to evidence of delivered value
The customer bought an outcome. In the renewal conversation, the talk slides toward features, tickets, and price when the value story is not written down. Your team knows the work happened. The evidence is spread across usage, calls, and the project. Pulling it into one place takes a day, and the story is old by the meeting.
On the account record, you can see the goals you captured, the usage since go-live, the project that delivered the work, and the calls where the customer described what they needed. A Notebook drafts the value story from those sources and cites each claim. You read the citations and correct anything that does not match the account. You use that story in the renewal conversation, with the customer’s goal next to evidence you can point to.
Build QBRs and value reviews from current account information
A QBR deck is often last quarter’s deck with new numbers pasted in. Someone spends hours exporting charts. The meeting then follows slides that were finished last week, while the account has already changed.
In Quivly, the QBR is a notebook on the account, and the meeting rhythm can sit on a project. You ask for the review. Quivly drafts it from the current CRM, usage, revenue, calls, and support data, with citations. If the meeting moves, or new data arrives, you regenerate the notebook. You bring the current account into the room. The project holds the follow-ups, with owners and dates, so the review turns into assigned work.
Handle champion departures and rebuild stakeholder support
A champion leaves, and the renewal depends on people your team has not spent time with. You hear about the departure from a bounced email, a change in the CRM, or a comment on a call. The account still lists the old contact as the center of the relationship. Rebuilding support starts late, in the weeks you have left.
Quivly shows the change on the account. It can come from the CRM contacts, the calls, or market signals in Radar. You see who else is on the account, and you see the health score move when the relationship is the risk. You open a project to rebuild support. You name the next stakeholder, assign an owner on your team, and set dates before the renewal. The Actions Feed drafts the note to that stakeholder from the value already on the account. Your team reviews it and sends it. The renewal project keeps that work next to the contract date.
Coordinate recovery plans, technical fixes, and renewal deadlines
A shaky renewal has three clocks. The customer wants a fix. Engineering has a queue. The contract has a date. Those three live in different tools, so the customer success manager spends the week reconciling them in Slack. A fix slips, and the renewal date stays where it was.
In Quivly, you put the recovery on one project for the account. The project has the customer-facing tasks, the technical tasks, and the renewal date. Each task has an owner, so engineering and customer success see the same board. The health score and the open tasks stay on the account, so you can tell whether the fix is changing the risk. The Actions Feed drafts the customer update from that status, and you review it before it goes out. The team works from the date on the project.
What you end up with
You earn the renewal by doing the work while the contract is still open. The score tells you when to start. The notebook ties the customer’s goals to evidence. The project holds the risks, the stakeholders, the fix, and the date. Quivly keeps those on the account, and your team reviews what the customer receives.
You can find the other guides in this set on the Guide to Post-Sales page.
