Larger buyers do not want a card form. They want an invoice, a contract, a named contact, and a renewal conversation. This handles that alongside your ordinary self-service.
What's Included
- Contract terms held per account including start, term, and notice.
- Invoicing rather than card payment with purchase order references.
- A named contact and renewal date worked well ahead of time.
- An assistant that prepares the renewal brief.
How To Use
- Start the renewal conversation ninety days out, not thirty.
- Record the notice period. Missing it costs a full term.
- Carry the purchase order reference onto the invoice or you will not be paid.
- Keep one named contact and one internal owner per account.
Invoice them through invoicing prompts, and answer their questions with the security kit.