Impact Weekly cover image

Impact Weekly

Engaging Customers at Renewal: Practical Strategies and Tactics

Mar 21, 2024
Explore the challenges of engaging major clients who avoid renewal talks. Delve into the importance of customer health scores and tailoring communication strategies that prioritize client needs. Discover effective proactive communication tactics and the value of aligning your success efforts with customer goals. The discussion highlights how understanding customer dynamics can lead to meaningful conversations and increase renewal success. Ultimately, it’s about making customers genuinely successful, which naturally leads to their renewal.
37:16

Podcast summary created with Snipd AI

Quick takeaways

  • Understanding customer health and progress is essential for determining engagement strategies during renewal discussions with major clients.
  • Communicating the value of meetings and shifting focus from renewals to future goals promotes more meaningful interactions and enhances customer relationships.

Deep dives

Understanding Customer Context

To effectively engage with a major client dodging meeting requests, it's essential to assess their context thoroughly. This includes examining their health score, usage metrics, and financial standing. If the customer appears to be healthy and making meaningful progress towards their goals, a more relaxed approach can be taken, such as sending a simple notification about the upcoming renewal. Conversely, if the customer is not doing well, this signals a need for immediate intervention and proactive communication to understand and alleviate any issues.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode