Tracking renewal sentiment helps you gauge how clients feel going into renewal conversations, enabling you to proactively address concerns and protect revenue. This guide shows you how to use the Renewal Sentiment template in Insight7.

Accessing the Renewal Sentiment Template #

Step 1: Navigate to Templates #

1. Login to your Insight7 account at https://insight7.io
2. Click on Templates

Step 2: Select Sales Category #

1. You’ll see different categories:
   • Research
   • Sales ← Click this one
   • Marketing
   • Customer Service
   • Custom Analysis

Step 3: Choose Retention & Expansion #

1. Click on Sales
2. You’ll see these options:
   • Prospecting
   • Qualification
   • Objection Handling
   • Closing
   • Retention & Expansion ← Click this one

Step 4: Select Track Renewal Sentiment #

1. Click on Retention & Expansion
2. Find and click on Track Renewal Sentiment
3. You’ll see the description: “Gauge how clients feel going into renewal conversations”

Running Your Renewal Sentiment Analysis #

Step 5: Upload Your Files #

Best files to upload:

• Customer success check-in calls
• Quarterly business review recordings
• Support and troubleshooting calls
• Product feedback sessions
• Account management conversations
• Feature request discussions
• Executive sponsor calls
• Pre-renewal touchpoints

Step 6: Run Analysis #

1. Upload your files
2. Click Run Analysis
3. Wait for processing to complete

Common Use Cases #

Churn Prevention

• Identify at-risk accounts early
• Intervene before it’s too late
• Save revenue that would otherwise be lost
• Improve net revenue retention

Renewal Forecasting

• Predict renewals more accurately
• Model retention rates by sentiment
• Improve revenue forecasting
• Set realistic retention targets

Customer Success Prioritization

• Focus resources on highest-risk accounts
• Optimize CS team capacity
• Balance risk mitigation and growth
• Improve efficiency

Product Roadmap

• Prioritize features affecting renewals
• Address issues causing churn
• Validate investment decisions
• Build what drives retention

Executive Relationships

• Identify accounts needing executive engagement
• Build strategic relationships
• Demonstrate customer commitment
• Save strategic accounts