PageSourceSearch

https://workona.com/_next/static/chunks/pages/examples/customer-account-renewal-57eabce370cf3283.js

js workona.com collected 2026-10-01 13:11:15 UTC 14,801 bytes, 1 lines download raw bytes

1(self.webpackChunk_N_E=self.webpackChunk_N_E||[]).push([[2293],{28234:function(e,t,a){(window.__NEXT_P=window.__NEXT_P||[]).push(["/examples/customer-account-renewal",function(){return a(91712)}])},91712:function(e,t,a){"use strict";a.r(t),a.d(t,{default:function(){return r}});var o=a(85893),n=a(74179),c=a(12664);let i=function(e){let{children:t}=e;return(0,o.jsx)(c.Z,{frontmatter:{layout:"template",title:"Customer Account Renewal",image:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/cms%2Faccount-renewal-template_meta.png?alt=media&token=86391694-2785-4269-ac35-fcc88cc96530",description:"Manage your renewal process with key metrics, customer account details, and other account renewal resources all in one place.",permalink:"customer-account-renewal",analyticsName:"Customer Account Renewal",analyticsCategory:"Template",noindex:!1,banner:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/cms%2Faccount-renewal-template.png?alt=media&token=2bcc148a-ee51-4dac-9053-241936b75288",contentId:"f6a5ca95-6b6d-4b0b-91ba-9dad087a6524",path:"/examples/customer-account-renewal"},templateData:{systemTemplateId:"bnejd8",workspaceTemplate:{publishedAt:1650909934743,blocks:[{resources:[{description:"Salesforce Account",favIconUrl:"https://cdn.workona.com/wkna-app-icons/salesforce/favIcon-default.png",id:"gfOu5mfGxeVnfooMWAWE",title:"Account - Angela Singh | Product advocate"},{description:"Salesforce Account",favIconUrl:"https://cdn.workona.com/wkna-app-icons/salesforce/favIcon-default.png",id:"ZwlZThpxTq75YuUcwOUz",title:"Account - Brett Goldman | Team decision maker"}],title:"Key Contacts",type:"resource"},{resources:[{description:"Google Sheet",favIconUrl:"https://cdn.workona.com/wkna-app-icons/drive/favIcon-sheets.png",id:"zy5k0dOnuvJUVo1j9S4Q",title:"Customer Health Scores"},{description:"Amplitude",favIconUrl:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/templateFavicons%2F92b8289a-e2a2-4243-9ddd-20082dac3b6e?alt=media",id:"7FPqPJwi6pEdd6fSb8JX",title:"Customer Engagement Metrics "},{description:"Typeform",favIconUrl:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/templateFavicons%2F36a98f0b-f99c-4d65-9854-3fce7db640f7?alt=media",id:"tj4IRIrKD0viYFBMsqWM",title:"Results - Product Satisfaction Survey "}],type:"resource",title:"Key Metrics"},{title:"Renewal Meeting Prep",type:"task",tasks:[{attachments:[{creatorId:"7tru0Me4o6MYGBaZerxigNGUbbM2",favIconUrl:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/templateFavicons%2Fc33bdee8-b7d7-4f4d-8d2f-6f53f77e68ae?alt=media",originalUrl:"https://www.hubspot.com/",title:"Reminder Email Templates",url:"https://www.hubspot.com/"}],id:"SCXtA8Cu367GPwwSm9Z2",title:"Schedule call (be sure to CC Angela)"},{attachments:[],id:"uK2zBoMzT0lJ12AFTWoQ",title:"Review customer metrics with manager"},{attachments:[{creatorId:"7tru0Me4o6MYGBaZerxigNGUbbM2",favIconUrl:"https://cdn.workona.com/wkna-app-icons/gmail/favIcon-default.png",originalUrl:"https://mail.google.com",title:"Following up on our conversation",url:"https://mail.google.com"}],id:"E4Rt0mV0uiXgoYTLYjAl",title:"Send confirmation email"}]},{resources:[{description:"Google Doc",favIconUrl:"https://cdn.workona.com/wkna-app-icons/drive/favIcon-docs.png",id:"8nLCuuSM4m8DeySDyRZK",title:"Churn Mitigation Steps"},{description:"Avoma Meeting Assistant",favIconUrl:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/templateFavicons%2Fc481a71b-5012-41ab-bcfe-2605a47251a4?alt=media",id:"nlTLokHzRst798TYUkZQ",title:"Customer Call Summary - Q4"},{description:"HubSpot",favIconUrl:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/templateFavicons%2F1a376d0a-b1d2-4c4f-a497-e9224584715f?alt=media",id:"aJcrDtz8eSDhuSynqimt",title:"Reminder Email Templates"},{description:"Webpage",favIconUrl:"https://cdn.workona.com/assets/filetype-icons/PDF.png",id:"7q3HFV19IJOECcR1PLMe",title:"Early renewal incentives"},{description:"OneDrive Word Document",favIconUrl:"https://cdn.workona.com/wkna-app-icons/onedrive/favIcon-default.png",id:"73cmyxQxj3KYBqWXxbhb",title:"Updated IT Requirements"}],title:"Advance Prep (60 - 90 Days)",type:"resource"},{resources:[{description:"Google Slides",favIconUrl:"https://cdn.workona.com/wkna-app-icons/drive/favIcon-slides.png",id:"uJvm1Oqms3eLTVjsF63j",title:"Annual Renewal Rates"},{description:"Notion Page",favIconUrl:"https://cdn.workona.com/wkna-app-icons/notion/favIcon-default.png",id:"0r6MDEmfu8hcifobdt73",title:"Renewal Proposal: Achieving Shared Goals"},{description:"OneDrive Word Document",favIconUrl:"https://cdn.workona.com/wkna-app-icons/onedrive/favIcon-default.png",id:"LNEzMcuK4k64btruRTjU",title:"Renewal options & instructions"},{description:"DocuSign",favIconUrl:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/templateFavicons%2F6681079f-a3c0-4a11-a470-fe2fe839c3fb?alt=media",id:"226sNNPvQOIo8BBPaNOG",title:"Annual Renewal Contract"}],type:"resource",title:"Renewal Meeting"},{title:"Renewal Process",type:"task",tasks:[{attachments:[{creatorId:"7tru0Me4o6MYGBaZerxigNGUbbM2",favIconUrl:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/templateFavicons%2Fef5ef716-d207-466a-a42c-3b8906ad129c?alt=media",originalUrl:"https://www.docusign.com/blog/does-your-business-need-enterprise-contract-management-software",title:"Annual Renewal Contract",url:"https://www.docusign.com/blog/does-your-business-need-enterprise-contract-management-software"}],id:"AOae3nme4PqeyStoIeHv",title:"Send customer renewal contract for review"},{attachments:[{creatorId:"7tru0Me4o6MYGBaZerxigNGUbbM2",favIconUrl:"https://cdn.workona.com/wkna-app-icons/onedrive/favIcon-default.png",originalUrl:"https://onedrive.live.com/about/en-us/signin/",title:"Renewal options & instructions",url:"https://onedrive.live.com/about/en-us/signin/"}],id:"Nc75jbzBTQrn9vJIsFMj",title:"Edit renewal instructions to include new API"},{attachments:[],id:"EThA0Rc8go60NDghYcOL",title:"After signing, send appreciation package (pens, coasters, note)"},{attachments:[],id:"2Ohd8GnIbCf5RyTH9SSF",title:"Remind accounts receivable about invoice timeline"}]},{type:"task",title:"Monthly Touchpoints",tasks:[{attachments:[{creatorId:"7tru0Me4o6MYGBaZerxigNGUbbM2",favIconUrl:"https://cdn.workona.com/wkna-app-icons/drive/favIcon-sheets.png",originalUrl:"https://docs.google.com/spreadsheets/d/1Rp4e-KRYdJ636yGi5mnmaWe-JOHSnQI_zdwcSrqgZnI/edit#gid=0",title:"Customer Health Scores",appData:{objectTypeId:"c6b80d15-831f-49ef-a93c-0ae446ec3410",appId:"drive",objectTypeName:"Google Sheet"},url:"https://docs.google.com/spreadsheets/d/1Rp4e-KRYdJ636yGi5mnmaWe-JOHSnQI_zdwcSrqgZnI/edit#gid=0"}],id:"adStsCzIrdntJmM2bEvd",title:"Update customer health score"},{attachments:[{creatorId:"7tru0Me4o6MYGBaZerxigNGUbbM2",favIconUrl:"https://cdn.workona.com/wkna-app-icons/drive/favIcon-sheets.png",originalUrl:"https://docs.google.com/spreadsheets/d/1Rp4e-KRYdJ636yGi5mnmaWe-JOHSnQI_zdwcSrqgZnI/edit#gid=0",title:"Customer Health Scores",url:"https://docs.google.com/spreadsheets/d/1Rp4e-KRYdJ636yGi5mnmaWe-JOHSnQI_zdwcSrqgZnI/edit#gid=0",appData:{objectTypeId:"c6b80d15-831f-49ef-a93c-0ae446ec3410",appId:"drive",objectTypeName:"Google Sheet"}}],id:"adStsCzIrdntJmM2bEvd",title:"Update customer health score"}
1,{attachments:[],id:"YA2PMIvr5vaFnxBd2omQ",title:"Send check-in email (look for any outstanding tickets first)"},{attachments:[],id:"S6qbChEDJPyq5IqYNnuL",title:"Draft monthly report to review with manager"}]},{notes:[{attachments:[],description:"Point of contact: Angela Singh",id:"zL3Z1DiQpMcv8ok5CKJX",title:"90 day customer call: Birch & Oak",content:{nodes:{"0f3a9754-1542-4c7b-8655-b2e1417e9015":{children:[{bold:!0,text:"Complaints: "},{text:"Recent issues w/ bugs; lack of helpful response from support"}],id:"0f3a9754-1542-4c7b-8655-b2e1417e9015",type:"p",updatedAt:1650671027685},"e07e983d-9bfb-4a1e-b91e-f2d2d02c0c75":{children:[{bold:!0,text:"Point of contact:"},{text:" Angela Singh"}],id:"e07e983d-9bfb-4a1e-b91e-f2d2d02c0c75",type:"p",updatedAt:1650671027685},"20d3f5a0-95cd-4744-abfb-05c605340fe5":{children:[{text:""}],id:"20d3f5a0-95cd-4744-abfb-05c605340fe5",type:"p",updatedAt:1650671027685},"d03fa093-ad9c-4c68-a638-aea0751e9884":{children:[{text:"Other notes:",bold:!0},{text:" Support seems to be falling down, since this is the second customer of ours with similar complaints this quarter. Can we talk to Gideon about tracking customer feedback in real time? How do we better stick to our goal of a 24 hr response time?"}],id:"d03fa093-ad9c-4c68-a638-aea0751e9884",type:"p",updatedAt:1650671027685},"65e3fed1-9ac5-4a9f-8702-85777f0be4bf":{children:[{bold:!0,text:"Wins:"},{text:" Team has increased web visitor traffic by 20% since using our product"}],id:"65e3fed1-9ac5-4a9f-8702-85777f0be4bf",type:"p",updatedAt:1650671027685}},id:"zL3Z1DiQpMcv8ok5CKJX",sessionId:"53272d0b-7885-4cb2-befd-956fbd946dc0",nodeOrder:["e07e983d-9bfb-4a1e-b91e-f2d2d02c0c75","0f3a9754-1542-4c7b-8655-b2e1417e9015","65e3fed1-9ac5-4a9f-8702-85777f0be4bf","20d3f5a0-95cd-4744-abfb-05c605340fe5","d03fa093-ad9c-4c68-a638-aea0751e9884"],workspaceId:"bnejd8",updatedAt:1650671027685}},{attachments:[],description:"We're going to be implementing a 60 day post-renewal check-in. The idea is to demonstrate a win early on, as well as to establish the ongoing monthly check-in c",id:"R8Zg5cGAGPoxgy046SYb",title:"Retention meeting notes",content:{nodes:{"de47d59e-b703-4fe5-a717-b1a4897f50f5":{children:[{text:"Customer journey mapping should be completed within 2 weeks of closing the deal. Use insights from your call notes & our team Figma template to create the map."}],id:"de47d59e-b703-4fe5-a717-b1a4897f50f5",type:"uli",updatedAt:1650909917703},"112cdb19-f975-4878-ae36-2ec097c2f36f":{indent:1,children:[{text:"Recent wins they have shared or we have noticed\n"}],id:"112cdb19-f975-4878-ae36-2ec097c2f36f",type:"uli",updatedAt:1650670609512},"416fa70c-aec8-45eb-9371-e6d26a00bfbc":{children:[{text:"Email templates can be found in Hubspot, but should be tailored to your customer:"}],id:"416fa70c-aec8-45eb-9371-e6d26a00bfbc",type:"uli",updatedAt:1650670609512},"3b8abacd-ac06-4f4b-81c1-421317a2481f":{children:[{text:"Product feedback from past calls"}],indent:1,id:"3b8abacd-ac06-4f4b-81c1-421317a2481f",type:"uli",updatedAt:1650670609512},"7c38fa9f-ae7d-4d9e-9ea9-d653afa98940":{children:[{text:"We're going to be implementing a 60 day post-renewal check-in. The idea is to demonstrate a win early on, as well as to establish the ongoing monthly check-in cadence as a norm (don't want to alarm anyone with a series of sudden emails). \n"}],id:"7c38fa9f-ae7d-4d9e-9ea9-d653afa98940",type:"uli",updatedAt:1650670609512},"f1feb415-720a-49db-b450-ea128494984e":{children:[{text:"Their stated goals"}],indent:1,id:"f1feb415-720a-49db-b450-ea128494984e",type:"uli",updatedAt:1650670609512}},sessionId:"53272d0b-7885-4cb2-befd-956fbd946dc0",id:"R8Zg5cGAGPoxgy046SYb",nodeOrder:["7c38fa9f-ae7d-4d9e-9ea9-d653afa98940","416fa70c-aec8-45eb-9371-e6d26a00bfbc","f1feb415-720a-49db-b450-ea128494984e","3b8abacd-ac06-4f4b-81c1-421317a2481f","112cdb19-f975-4878-ae36-2ec097c2f36f","de47d59e-b703-4fe5-a717-b1a4897f50f5"],workspaceId:"bnejd8",updatedAt:1650909917703}}],type:"note",title:"Renewal Process"}],id:"df37fcb0-4e8c-45da-ab44-2f8924268b34",title:"Account Renewal"},publishedTemplate:{createdAt:1650908806723,featured:!1,galleryTitle:"Account Renewal",title:"Account Renewal",workspaceId:"bnejd8",versionId:"df37fcb0-4e8c-45da-ab44-2f8924268b34",updatedAt:1650910057397}},children:t})};function s(e){let t={h3:"h3",h4:"h4",li:"li",p:"p",ul:"ul",...(0,n.a)(),...e.components},{CMSColumn:a,CMSImage:c}=t;return a||d("CMSColumn",!0),c||d("CMSImage",!0),(0,o.jsxs)(o.Fragment,{children:[(0,o.jsxs)(a,{children:[(0,o.jsx)(t.h4,{children:"Use this template to streamline and organize your account renewal process:"}),(0,o.jsx)(t.h3,{children:"Contacts"}),(0,o.jsx)(t.p,{children:"If you don’t know who's making decisions for the customer account, there won't be a renewal. Add the relevant CRM accounts to a space, so it's quick and easy to pull up their details throughout the renewal process."}),(0,o.jsx)(t.h3,{children:"Meeting prep"}),(0,o.jsx)(t.p,{children:"Add proposal documents, renewal rates, and the finalized contract (if your customer is ready to review the fine print). When you're on the spot, you'll be glad you organized everything ahead of time."}),(0,o.jsx)(t.h3,{children:"Customer metrics"}),(0,o.jsx)(t.p,{children:"Nothing is more impressive than a CSM who knows their account numbers like the back of their hand. By putting relevant metrics and reports in the space, you can back up your answers with data."})]}),"\n",(0,o.jsxs)(a,{children:[(0,o.jsx)(t.h4,{children:"With this account renewal template, you get:"}),(0,o.jsxs)(t.ul,{children:["\n",(0,o.jsx)(t.li,{children:"A reference for newer CSMs who haven't gotten their first account renewal."}),"\n",(0,o.jsx)(t.li,{children:"A dedicated space to prep and run a customer renewal meeting."}),"\n",(0,o.jsx)(t.li,{children:"The option to share with team members."}),"\n"]}),(0,o.jsx)(t.h4,{children:"Use with your favorite cloud apps:"}),(0,o.jsx)(c,{align:"float",alt:"",src:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/cms%2Fgoogle-drive.png?alt=media&token=4c478ab2-3b2a-42fa-8051-94d52cdc2756",height:75,width:75}),(0,o.jsx)(c,{align:"float",alt:"",src:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/cms%2Fkissmetrics-logo_template.png?alt=media&token=74a774e0-adad-4e6a-87fa-78f063df0586",height:75,width:75}),(0,o.jsx)(c,{align:"float",alt:"",src:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/cms%2Fasana-logo_template.png?alt=media&token=e9a64a96-69c7-4e5b-b326-57199dee2035",height:75,width:75}),(0,o.jsx)(c,{align:"float",src:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/cms%2Fhubspot-logo_template.png?alt=media&token=a23af7b5-6e69-4d1f-827b-efbfe010b8a3",height:75,width:75}),(0,o.jsx)(c,{align:"float",alt:"",src:"https://firebasestorage.googleapis.com/v0/b/workona-prod.appspot.com/o/cms%2Fsalesforce-logo_template.png?alt=media&token=5dc46e21-ae54-4c2b-bec8-d7b4514f32b8",height:75,width:75})]})]})}function r(){let e=arguments.length>0&&void 0!==arguments[0]?arguments[0]:{};return(0,o.jsx)(i,{...e,children:(0,o.jsx)(s,{...e})})}function d(e,t){throw Error("Expected "+(t?"component":"object")+" `"+e+"` to be defined: you likely forgot to import, pass, or provide it.")}}},function(e){e.O(0,[9774,2016,3662,2753,2712,1272,8700,3725,3038,1664,3754,9520,9879,7632,6212,5062,6526,5784,9665,9278,4211,3770,3709,5714,2888,179],function(){return e(e.s=28234)}),_N_E=e.O()}]);

Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.