Prepare for a customer's renewal call

Lists a customer's reports from this year, marked fixed or open, before you talk to them.

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What you ask

Operations

Acme

  1. Sophie

    @devboxes I have Müller GmbH's renewal call tomorrow. what did they report this year, and what's still open?

  2. devboxes App

    Looked at 2 sources
    1. Linear Searched Linear for issues that mention Müller GmbH
    2. Linear Read the three issues and when they were closed

    Müller GmbH filed three reports this year. Two are fixed, and English invoices are still open in the billing backlog. I posted a brief for your call with what to say about English invoices.

devboxes is working…

    What devboxes does

    1. Find the customer's reports

      • Every issue found mentions the customer and falls in the period.

    2. Mark them fixed or open

      • Every issue is marked fixed with a date, or open with its priority and age.

    3. Write the renewal brief

      • The brief lists every report as fixed or open, with talking points.

    What you get back

    Report posted by devboxes

    Renewal brief: Müller GmbH

    • Fixed on 14 April Invoice PDFs stopped at page one. They now continue on a second page.
    • Fixed on 2 June Payment reminders went out twice on weekends. They now go out once.
    • Open for 5 months Invoices in English, high priority in the billing backlog. Müller and two other customers asked for them.
    • Say on the call Ask which documents they need in English first, so the team can start there.

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