Sales & Revenue template
Renewal / expansion room
Value achieved, roadmap, pricing and expansion options, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Renewal for Oryx Energy). Explore it and ask its agent anything.
What's inside
Renew and grow the account: value achieved, the roadmap, renewal pricing and expansion options. WZRD AI fills these tabs from your material.
Value
Your renewal and What you achievedRoadmap
Coming nextOptions
Renewal options, Questions and Confirm renewalIts AI agent: Account manager
Explain value achieved and renewal options from the room. Help the buyer choose. Escalate discount requests to the account manager.
Who it's for
- Made by Sales Leader, Founder, Solutions Consultant and AE
- For procurement team, prospect buying committee, economic buyer and champion
- In Technology, Professional Services, B2B SaaS and Enterprise
When to use it
- Before first meeting: a Sales Leader sends it to the procurement team
- After discovery: a Founder sends it to the prospect buying committee
- After a demo: a Solutions Consultant sends it to the economic buyer
- During procurement: a AE sends it to the champion
- Before close: a Sales Leader sends it to the procurement team
What WZRD needs
- Sales deck + CRM notes
- Proposal brief + pricing
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a renewal / expansion room for Technology before first meeting, using my sales deck + CRM notes.
Questions
What is a renewal / expansion room in WZRD?
Value achieved, roadmap, pricing and expansion options, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Salesroom.
What do I need to make one?
Usually sales deck + CRM notes and proposal brief + pricing. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Sales Leader, Founder, Solutions Consultant and AE, for procurement team, prospect buying committee, economic buyer and champion.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a renewal / expansion room for Technology before first meeting, using my sales deck + CRM notes." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.