Being Proactive Against Renewals
Expert tips from monday.com's Alice D'Cruz
Renewal risk rarely appears overnight. It builds slowly through unclear success metrics, missing relationships, or misaligned expectations. Waiting until the final months before renewal to address these gaps puts both you and your customer under unnecessary pressure.
In this video, Alice from monday.com explains why the most effective CSMs start renewal conversations far earlier than most expect. By proactively asking for renewal sentiment and shaping strategy months in advance, you can reduce risk, uncover opportunity, and create a more value led partnership.
Alice shares how to:
Ask direct renewal questions as early as nine months out
Build and regularly review a detailed account plan
Identify gaps in usage, success metrics, and stakeholder alignment
Align early with account managers and internal partners
Use early insights to create a clear and executable renewal strategy
Being proactive against renewals is not uncomfortable or confrontational. It is a core responsibility of Customer Success. When you start early, you create the time and space needed to deliver meaningful value long before renewal decisions are made.