Without Silia
- Renewal negotiated late
- No brief on the client
- Discount under pressure
SMB Contract Renewal Agent
Part of the PEO / HR
Monitors contract end dates, opens the renewal cycle at ninety days, runs the client contact sequence and builds the renewal brief for the account manager.
PEO / HR
The context
The renewal gets negotiated late and under pressure
Renewals are lost or negotiated reactively because nothing monitors end dates ahead of time. The account manager reaches the conversation late, with no context and no personalized proposal. The result is renewal under pressure, needless discount and preventable churn.
The solution
The renewal cycle starts on time, at ninety days
The agent logs the end date and computes the ninety, sixty and thirty day milestones. It runs the client contact sequence and builds the renewal brief from the Record Layer. It escalates to the manager for the close and alerts when the contract turns at risk.
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Key capabilities
What the agent does in your operation.
Pipeline by end date
It logs the contract end date and computes the ninety, sixty and thirty day milestones to start the cycle with the lead time it needs.
Contact sequence
It runs the personalized client sequence, opening at ninety days, meeting proposal at sixty and value summary at thirty days.
Renewal brief
It builds the brief with the value delivered in the period, active services, onboardings and error-free payroll cycles, and the proposal.
Escalation and alert
It escalates to the manager for the close when the client replies or reaches thirty days, and alerts the director on at-risk contracts.
With Silia
- Cycle opens at 90 days
- Brief built for the AM
- Less avoidable churn
System
System integrations
Silia connects live to the systems your business runs on: it updates records, triggers workflows and confirms actions.
FAQs
Still have questions?
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