Free guide  ·  For customer success and account management leaders

Renewals and Upsells Are Won in the Conversation

By the time a renewal shows up in the forecast, the relationship is already whatever it is going to be, and your AM is negotiating from the back foot. Net revenue retention is decided across the year, in the QBRs and check-ins before it. This free playbook breaks down the five moments where renewals and upsells actually slip, gives you a 10-point scorecard to run against any QBR or renewal call, a quarter-by-quarter account cadence, and how real-time coaching helps AMs ask the budget and renewal questions their relationship instincts talk them out of.

What is inside

• ✓Why treating renewal as a date, and expansion as inbound, quietly leaks net retention
• ✓The five moments that decide a renewal or an upsell, with what good and what a slip sound like
• ✓A 10-point scorecard to run against a QBR or renewal call recording
• ✓A quarter-by-quarter account cadence from onboarding to renewal close
• ✓How real-time coaching gets AMs through the budget and renewal asks without going cold

Written by the team behind Dextego, the AI coaching platform that prepares reps before calls, coaches them live during calls, and scores every conversation after. See the platform.