Prep a renewal or upsell conversation
Know usage, open issues and contract terms before you talk renewal.
Sales · When you ask · Updated
Works with
Slack
HubSpot
Salesforce
Attio
Pipedrive
Stripe
PayPal
Intercom
Pylon
Zoho Desk
Unthread
Freshdesk
Amplitude
Mixpanel
PostHogHow do you prepare a renewal or upsell conversation?
To prepare a renewal or upsell conversation, ask Maito about the account in Slack. It pulls contract terms from your CRM, billing from Stripe, open tickets from your support desk and usage from your analytics tool, then writes one brief with the renewal date, risks and an angle.
How it's done today
Rep pulls numbers from three tools and still misses the open ticket.
What Maito does
- Pull contract dates and price
- Pull product usage trend
- Pull open support tickets
- Suggest an angle
Example
@Maito prep me for the Acme renewal.
Acme renews Dec 1 at $24,000 a year. 40 seats, auto-renews. • Billing: paid in full, but the Oct 1 invoice (INV-2041) came 19 days late. • Usage: 31 of 40 seats active, weekly use up 30% in 90 days. • Support: two open tickets. #4812, SSO login failures, urgent, 9 days old. #4830, export timeout. Catch: #4812 was opened by Hannah, who signs the renewal. Suggest fixing #4812 first, then proposing 60 seats, since they're near the cap. Your call on the angle. From HubSpot, Stripe, Intercom and Amplitude.
@Maito draft a note to Sam asking where #4812 stands. Internal only.
'Sam, Acme's #4812 (SSO login failures) is 9 days old and the customer signs their renewal Dec 1. Can you give me an ETA by Wednesday?' Post it as is, or change it?
Dana (4:15 PM):
prep me for the Acme renewal.
Maito (4:17 PM):
Acme renews Dec 1 at $24,000 a year. 40 seats, auto-renews.
• Billing: paid in full, but the Oct 1 invoice (INV-2041) came 19 days late.
• Usage: 31 of 40 seats active, weekly use up 30% in 90 days.
• Support: two open tickets. #4812, SSO login failures, urgent, 9 days old. #4830, export timeout.
Catch: #4812 was opened by Hannah, who signs the renewal.
Suggest fixing #4812 first, then proposing 60 seats, since they're near the cap. Your call on the angle.
From HubSpot, Stripe, Intercom and Amplitude.
Dana (4:20 PM):
draft a note to Sam asking where #4812 stands. Internal only.
Maito (4:20 PM):
'Sam, Acme's #4812 (SSO login failures) is 9 days old and the customer signs their renewal Dec 1. Can you give me an ETA by Wednesday?' Post it as is, or change it?
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Connect billing
- Stripe
- PayPal
- Connect support desk
- Intercom
- Pylon
- Zoho Desk
- Unthread
- Freshdesk
- Connect analytics
- Amplitude
- Mixpanel
- PostHog
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It suggests an angle but doesn't decide your price or terms. Contract details it can't find in your CRM or billing stay unknown.
Questions
Your CRM, billing (Stripe or PayPal), support desk (Intercom, Pylon, Zoho Desk, Unthread or Freshdesk) and analytics (Amplitude, Mixpanel or PostHog).
No. It prepares you. It can draft an internal note to a teammate for you to approve, but nothing goes to the customer.
Maito builds the brief from the tools it has and says which part is missing, for example usage.
