What is the Renewal OS all about?
Learn the step-by-step system for successful client renewals. This guide covers identifying candidates, conducting roadmap calls, presenting ROI, and ensuring smooth onboarding for renewed clients.
This document outlines a comprehensive system for client renewals, emphasizing a service-oriented approach focused on deepening client transformation and achieving next-level goals. It details a structured process involving identifying renewal candidates, gathering key information, and choosing between a one-call or two-call close.
For the two-call approach, the document provides detailed guidance on conducting a "Roadmap Setup Call" to explore client goals and challenges, followed by a "Roadmap Presentation & Close Call" to present a tailored plan, highlight ROI, and secure the agreement. It also covers building a roadmap, follow-up strategies, onboarding renewed clients, and common pitfalls to avoid.
The key principle is to renew clients when their energy is high and they are seeing results, rather than waiting for the official end date of their current program.