FOR THE MEMBERSHIP COORDINATOR
Renew Alert
Renewal-call briefs with talking points, prepped daily.
Every renewing customer is researched before the call, with the history pulled and the talking points written. The coordinator spends their morning calling members and renewing them, and the account digging is already done.
- Time back
- 15 min
- per service agreement
- Cost
- 45¢
- 90 Rivets per service agreement
How it works.
5 steps, and your team only touches the ones that need a person.
- 1.
Finds the renewals each morning
Renew Alert checks the agreement book every morning and pulls every service agreement coming up for renewal inside the window the coordinator set.
- 2.
Pulls the customer's history together
For each renewing agreement it compiles the customer's tenure, plan, visits owed against visits delivered, equipment on file, and any recent service events.
- 3.
Drafts the talking points
It writes two or three personalized talking points for the call, based on that customer's real history and matched to the tone the coordinator chose.
- 4.
Delivers the brief to the queue
The history and talking points show up as one entry in the coordinator's review queue, ready to read before they call.
- 5.
Records how the call went
After the call the coordinator marks the outcome against the agreement, and the Service Manager can see the renewal picture for the cohort.
Try it.
A small working model of Renew Alert. Nothing here touches a real customer.
Open a member's renewal brief, make the call, and log how it went.
A day for the Membership Coordinator.
- 8:15 AM
Pulls the renewal cohort and prints it. Picks the first account and starts digging: tenure, plan, visits owed, equipment, last service. Writes down a few points to raise.
- 9:30 AM
Forty-five minutes in, they have prepped three accounts and made two calls. The prep keeps eating into the calling block.
- 1:30 PM
Behind on the cohort. The newer members take the longest to research, so they call them with thinner notes than they would like.
- 4:30 PM
Updates the renewal-rate tracker for the Service Manager. A few accounts never got a proper call today; they roll to tomorrow.
- 8:15 AM
Opens the Renew Alert queue. Every renewing agreement is already researched, history compiled, talking points drafted.
- 9:30 AM
Reviewing each brief in two minutes and calling straight through. Already further down the cohort than they usually are by mid-morning.
- 1:30 PM
The newer members are prepped to the same depth as the rest, so those calls land just as well.
- 4:30 PM
Logs the day's outcomes against each agreement. The cohort got worked end to end, and the Service Manager has the retention picture.
What it won't do.
So nobody's surprised later.
- Does not contact the customer; it never sends a text, email, or automated call to the member.
- Does not place the renewal call or renew the agreement automatically.
- Does not create, modify, price, or bill service agreements.
- Does not process renewal payments.
- Does not provide a retention-rate analytics dashboard.
- About 220,000 calls a month analyzed across 31 shops
- 139 shops use Graphite Lab tools
- 108 ServiceTitan data types synced, including for multi-location operators
- 66 to 93 mobile PageSpeed, from a contractor's old site to the preview we built in under 10 days
Let’s talk about your shop.
No slide deck. Tell us how your team runs today and we'll show you what we'd build first. If it's a fit, we send you a quote.
