Situation
For patrons with low product utilization, it’s higher to get forward of potential issues halfway by a contract, slightly than ready for the consumer to ask for a refund or decline to resume. To keep away from down-sell and protect the account, provoke a mid-cycle dialog with the client and swap or add services in change for options with low use.
By calling mid-cycle, you’re appearing as an advocate dedicated to the client’s success. The timing permits the client to make use of the swapped options forward of renewal.
Set off
• Low product or function use at contract mid-cycle
Actions
• Name the client to debate product swap choices effectively earlier than renewal time
• Preserve the unique product spending in place slightly than down-selling
