# Renewal Conversation Prep: Usage, Issues and Terms Source: https://maito.app/workflows/prep-a-renewal-or-upsell-conversation Ask Maito before a renewal call. It pulls contract terms, billing, usage and open tickets into one brief and flags what to fix before you talk. Know usage, open issues and contract terms before you talk renewal. [Sales](https://maito.app/workflows/team/sales) · When you ask · Updated October 19, 2026 Works with - Slack - Email - [HubSpot](https://maito.app/workflows/tool/hubspot) - [Salesforce](https://maito.app/workflows/tool/salesforce) - [Attio](https://maito.app/workflows/tool/attio) - [Pipedrive](https://maito.app/workflows/tool/pipedrive) - Stripe - PayPal - [Intercom](https://maito.app/workflows/tool/intercom) - [Pylon](https://maito.app/workflows/tool/pylon) - Zoho Desk - Unthread - Freshdesk - [Amplitude](https://maito.app/workflows/tool/amplitude) - [Mixpanel](https://maito.app/workflows/tool/mixpanel) - [PostHog](https://maito.app/workflows/tool/posthog) ## How 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 1. Pull contract dates and price 2. Pull product usage trend 3. Pull open support tickets 4. Suggest an angle ## Example **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 When you ask Prep a renewal or upsell conversation 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 ### Which tools does it read? Your CRM, billing (Stripe or PayPal), support desk (Intercom, Pylon, Zoho Desk, Unthread or Freshdesk) and analytics (Amplitude, Mixpanel or PostHog). ### Will it contact the customer? No. It prepares you. It can draft an internal note to a teammate for you to approve, but nothing goes to the customer. ### What if one tool isn't connected? Maito builds the brief from the tools it has and says which part is missing, for example usage. ## More sales workflows - [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call) - [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically) - [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call) - [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread) - [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review) - [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fprep-a-renewal-or-upsell-conversation)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)