For a Tally partner, renewals are steady, predictable income, and also easy to lose when nobody follows up. A simple calling routine keeps customers covered and reduces last-minute rush.
Build the renewal list
- Export customers with their renewal or expiry date.
- Add the contact person, plan and last remark.
- Group them by month so you can see the workload ahead.
Time your calls
- First call: about 30 days before expiry.
- Second call: about 15 days before.
- Final call: about 7 days before, with a WhatsApp reminder.
What to say
Open with the benefit of staying current, such as continued updates and support, then confirm the date and ask how they want to renew. Keep it short and clear.
Common replies
- “I will renew later.” – Fix a date and set a reminder.
- “Is it necessary?” – Explain what they lose if they let it lapse.
- “Price is high.” – Offer the plan options available to you.
Track every renewal
Mark each customer as renewed, promised, not reachable or lost, with a date. Review lost customers each month to learn why.
Sukam Tele CRM gives Tally partners reminders for every renewal date, call recordings and a daily report, so nobody lapses by mistake.
See this running on your own lead list
Sukam Tele CRM runs on your telecallers’ own SIMs: auto dialer, call recording, follow-ups and a live owner dashboard. 7-day free trial, setup done by our team.
Related: Telecalling app for Tally partners · 7-touch follow-up plan
