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Renewals

Renewal call coaching for account managers and CSMs

Account history before the call, help on price pushback and churn risk.

Renewal call coaching for account managers and CSMs

Renewal call coaching helps account managers and customer success managers keep customers, handle price pushback and spot churn risk early. Koachly, an AI sales coach, brings the account history into your Call prep, gives you a line to say when the customer pushes on price, and flags Deal risk in the score after.

By Zubair Afzal · Founder, Koachly

Last updated

Why are renewal conversations hard?

Renewals look easy until the customer says the budget is being cut, a new leader wants to review tools, or usage has dropped. These calls need calm, specific answers and a plan, not a discount offered in panic. They are also often run by account managers and CSMs who get less call coaching than new-business reps.

How does Koachly help on renewal calls?

Before

What happened on past calls, open issues and who is joining

Call prep

During

A line to say on price pushback, a new decision maker or a mention of another vendor

Live coaching

After

A score including Deal risk (lower is better) and 3 fixes

Call score

How do I spot churn risk on renewal calls?

Churn risk signs and example lines to say
Sign on the callExample tip on your screen
"We need to cut costs this year.""Understood. Which results would you need to keep?"
"Our new VP wants to review all tools.""Could we set up 20 minutes with them to show what changed?"
"The team doesn't use it much.""Which team uses it least, and what gets in the way?"
"We're looking at other options.""Thanks for saying so. What would they need to do better?"

A renewal call plan in five steps

  1. Start with their goals from last year and what they got.
  2. Ask what changed: team, budget, leaders, priorities.
  3. Raise any risk you know about before they do.
  4. Talk about price only after value. Trade, don't just discount.
  5. Agree the next step and the date the paper needs to be signed.

Related reading: how to handle price objections and AI coaching for customer success teams.

Which plan includes renewal call coaching?

Live coaching is on Pro ($49 per user a month, 10 hours) and Business ($99, 25 hours per user, shared). Free includes one 30-minute live call and Practice with an AI buyer, with no card.

Questions people ask

Is Koachly only for new business sales?

No. Renewals, upsells and check-in calls use the same help: Call prep before, live tips during and a Call score with 3 fixes after.

What does the Deal risk score mean?

Deal risk is one of the five skills in the Call score. It shows how likely the deal is to stall, and it is the only one where a lower number is better.

Can the notes go to our CRM?

Yes, on Pro and up. Koachly can log the summary, score and next steps in HubSpot or Salesforce after the call.

Still stuck? Write to the Koachly team. A real person reads every message.

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