Send the renewal proposal to the customer
Revo turns renewal conversation outcomes into a structured renewal proposal. ready for partner review and DocuSign.
Renewal proposals that wait three days lose momentum. Revo writes the draft within hours of the conversation, so the proposal lands while the agreement is still fresh.
What's in the proposal
New term, pricing, scope, expansion seats/products if relevant, special terms negotiated. all per your firm's renewal template.
- 1
Pull renewal context
Contract terms agreed, pricing, expansion seats.
- 2
Apply template
Firm renewal template populated.
- 3
Draft cover email
Warm CSM voice, with proposal attached for DocuSign.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
Related actions
More tasks Revo can take off your plate.
Draft a proactive renewal conversation
Pull usage trends, support volume, and prior QBR notes, then draft the warm renewal opener that anticipates the customer's questions.
Draft the follow-up after a discovery call
Recap the call, restate the prospect's priorities, attach the right collateral, and propose the next step. minutes after the call ends.
Schedule a candidate interview across the panel, end to end
Revo finds slots that work for the candidate and the interviewers, sends the invite, and drafts the prep packet.
Respond to a scope or price question on an existing proposal
Revo opens the original proposal, reads the question, and drafts the answer with the right scope language and the right price tied to it.
Thank and update the CPA or attorney who referred the client
Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and tax-season completion.
Respond to a peer attorney asking for a referral
Revo checks your capacity, your practice fit, and your conflicts in seconds. then drafts a reply that takes the matter or makes the right hand-off.
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