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Renewals

Demo 13 · Renewals & negotiation · for Procurement · 4:22 · narrated by Sarah
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The renewal runway, the calendar, and the playbook that starts on time.

What this demo covers

The video covers all three surfaces: the runway with eighteen months of renewals sized by spend, the calendar that layers notice dates, expiries, and vendor quarter closes on the same days, and the playbook that works a plan backwards from a chosen deadline with discovery questions and vendor specific talking points. It also spends two minutes on governance, calendar sync, alert lead times, the organization timezone, vendor aliases, and the checklist template every renewal opens with. Turn on the agent and the deadline is watched by something that never gets busy.

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Chapters

Transcript
Welcome

Renewal deadlines keep their own calendar, whether you watch it or not.

Ahead of every deadline

This desk stays ahead of every deadline. The horizon strip lays out eighteen months of renewals, sized by spend.

The calendar

The calendar layers notice dates, expiries, and vendor quarter closes on the same days, because a vendor with a quarter to close negotiates differently.

Calendar governance

Beneath the calendar sits its governance, the settings that decide how your renewals run. Worth two minutes, once.

Sync to your calendar

Sync sends every notice date into the calendar your team already lives in, so deadlines ride along with the diary.

Alert lead times

Alert lead times set how far ahead the warnings land. Pick the runway that matches how long your sourcing really takes.

Timezone

The organization timezone anchors every deadline, so a notice date means the same day in every office.

Vendor aliases

Vendor aliases teach the platform that two spellings are one vendor, so nothing splits across duplicate names.

The checklist template

The checklist template is the standard set of steps every renewal opens with, your process, applied every time.

Governance policies

And governance policies set the approvals and response times your renewals answer to.

The year at a glance

Here is the year at a glance. Twelve months on one grid, deadlines and quarter closes together, with the stat band above reading decisions due, spend at risk, and the next deadline.

The quarter planner

The quarter planner looks four quarters ahead with the value and ownership coverage of each, so a crunch quarter shows up while there is still time to staff it. Present mode walks this calendar as a full screen session for the QBR.

The playbook

When a deadline becomes a deal, the renewal playbook turns it into a plan, worked backwards from the date.

What are you renewing

Name what is renewing, or pick a contract already on file, and the platform builds the work-back timeline, the discovery questions, the plays, and the talking points for that vendor.

The agent

Turn on the agent and the deadline is watched by something that never gets busy. It tracks the date and prompts you at each step of the plan.

Wrap

Deadlines on one grid, a plan behind each one. Never surprised again.

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