The Ultimate Renewal Team Management Guide

Welcome to this engaging episode hosted by Irit Eizips! In this installment, we're joined by a special guest, Mark Mortimer. 

Together, we delve into comprehensive insights on establishing and overseeing a successful renewal team, covering strategic planning to practical execution. Here are a few key points from our discussion:

• Mark Mortimer shares strategies for building a renewal team that is aligned with organizational goals and customer success.
• Discover how to create a renewal team that consistently delivers positive and exceptional customer experiences.
• From customer acquisition to effective account management, our podcast provides a complete roadmap for success in the realm of renewals.

If you play a pivotal role in ensuring your customers' renewals thrive, this episode is a must-listen!
Join us as they provide valuable insights and practical tips for crafting a high-performing renewal team.

Watch the full episode here: https://youtu.be/7OwNzxp55gQ

◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️

Additional Resources:

🎥 Video: How to OPTIMIZE Your RENEWAL PROCESS
https://youtu.be/YJWs3qlsub0

🎥 Video: 3 Ways To Increase Renewal and PREVENT CHURN: RETENTION Teams
https://youtu.be/oxNy-XOYkQY

🎥 Video: RENEWAL OWNERSHIP: Account Executive Vs. Account Manager
https://youtu.be/JiNO5V_35Z8

⏬ Infographics: Tips for Building a Winning Customer Success Team [Infographic]
https://bit.ly/3SjdkzE

⏬ Infographics:2022 Renewal Management Global Market Trends [Infographic]
https://bit.ly/3UiMzhA

📑 Blog: How to Scale the Customer Renewal Process Effectively
https://bit.ly/49bdNuB

📑 Blog: How to Optimize your Renewal Process
https://bit.ly/3HwRPGN

📑 Blog: Managing Renewals Early on in the Customer Journey
htt

👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:

1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download.

2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.

3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 𝙏𝙞𝙢𝙚?
Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more.

📌 Visit our Website - CSM Practice

Chapters

• 0:00 Intro
• 2:15 Career Path
• 6:13 Role
• 7:35 Clarifying Roles and Responsibilities
• 9:02 Renewal Manager Skills
• 11:35 Assessing Performance
• 14:05 Training and Career Development
• 16:32 Changes in Compensation Plans
• 18:29 System Changes
• 20:11 Importance of Renewal Timeline
• 21:39 Increase Early Renewals
• 25:54 Renewal Process
• 32:28 Renewal Tactics
• 34:00 Recommendations