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Prepare for renewal pricing calls.
Create an agent assignment that prepares each renewal pricing call, from the customer’s asks in their own words to the concessions your team decides.
Use this templateWhat the agent does when a renewal pricing call is coming up.
Before each pricing call, the agent sets out your contracted price increase, the customer’s asks in their words, and each concession’s cost and approver.
How this agent manages renewal pricing calls.
The data and records the agent needs access to in order to deliver the work, and where you want it delivered.
How this agent manages renewal pricing calls.
What it reads
The contract with its price increase clause, your approval rules, and the price list. The customer’s asks in emails and calls, usage, value evidence, past renewals, and battlecards add context where available.
Where the work lands
Full prep on Trig, delivered as a link in your internal chat, such as Slack, to the renewals manager before the pricing call.
Your decisions
Your team sets the opening position and decides every concession. Trig costs each option from the contract and price list, names its approver, and leaves the options unranked. Agents access only records you allow and carry out only actions you approve.
What the agent hands your team.
Your contracted position, each ask in the customer’s words, and every concession costed with its approver, ready for the call in just a few clicks.
- 1Position. The contracted price and the evidence for it.
- 2Asks. Each ask in the customer’s words, with the answer on record.
- 3Approvals. What each concession costs, and who may approve it.
- 4Decisions. The choices to make before the call.
Frequently asked questions.
What is a renewal negotiation agent?
It is a Trig agent set up to prepare your renewal pricing calls. Agents can be fully customized to work based on your own unique negotiation signals, conditions, and situations. In this configuration, the agent starts the prep 60 days before a renewal, and again when the customer asks for a discount, a term change, or fewer seats. The agent states the contracted position, pairs each ask with the evidence that answers it, and costs every concession with its approver.
How does Trig find what the customer has asked for?
Agents can be configured to read the customer’s emails, calls, and procurement letters. In this template, an ask is something the customer requested or objected to, quoted in their exact words with who said it and when. A passing remark is kept as evidence, and an objection nobody has raised is labeled as not stated. A competitor appears only when the customer named one.
What does the agent prepare for my team?
In this template, the agent is configured to deliver a negotiation prep for each renewal that meets your targeting conditions. It states the opening position from the contract’s price increase and why it holds, and lists each ask with the evidence that answers it. Each concession shows its cost this term and over the term, who may approve it, and a condition worth attaching. It ends with the choices to make before the call.
Will the agent offer a discount or contact the customer?
No. Trig never contacts customers directly without express approval, which is controlled at the code level. In this template, the agent recommends no discount or concession, and names an approver only from your approval rules. The prep goes to your renewals manager, who decides what to offer on the call.
What does the agent need access to?
The contract with its price increase clause, your approval rules, and the price list. The customer’s asks in emails and calls, usage, value evidence from customer success, past renewals, and battlecards add useful additional context where available. In Trig, you choose which connected sources agents can read, and you approve whether each assignment may send messages or update records before it runs.
Can we change how the template works?
Yes. A template sets up the assignment: what to produce, which accounts it covers, when it runs, and which tools it can use. You review the plan before it runs, and you can edit its instructions, accounts, recipients, or timing at any time, or pause it.
How long does it take to set up this template?
A few clicks. Once the tools it reads from are connected to Trig, you can set up this template almost instantly, review its plan, and the agent starts work on your renewal pricing calls.