Renewal

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Renewal
Capture Renewal Sentiment with a Custom Survey

Capture Renewal Sentiment with a Custom Survey

Learn how to create a Renewal Sentiment Custom Survey and how to use the data gathered to impact health scoring, automation, and more.

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Track and Measure Early Renewals with Goals

Track and Measure Early Renewals with Goals

Learn how to set an Early Renewals Goal in Vitally to measure renewals that are finalized 30+ days out.

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How the Compt Team Automates and Scales their Renewal Process

How the Compt Team Automates and Scales their Renewal Process

Discover how Mary Migiano, Sr. Customer Success Manager - Team Lead at Compt, uses Playbook automation to seamlessly move customers through a tailored journey.

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Renewal Call Note Template

Renewal Call Note Template

Efficiently prepare for your upcoming renewals and maximize revenue with Lauren's Renewal Call Blueprint.

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Avoma's Renewal Project

Avoma's Renewal Project

See how Mark Stagi, VP of Customer Success at Avoma, creates tailored customer experiences with this High Touch Renewal Blueprint.

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