TEMPLATE | RENEWAL - KICKOFF & PROPOSAL

edited December 23 in Templates

Difficulty Level: Crawl

Time Investment: 10 minutes

There are many things that go into kicking off a successful renewal process. Standardizing this process can ensure that whether your CSM, RM or AM is running the call, they have all the information they need.

The template below will:

  • Provide your team with the necessary information to start a renewal process
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