Example: Renewal Call Scorecard

This is an example scorecard generated from a renewal call between an account manager at Vetro (a B2B data integration platform) and the data team at Clarion Logistics, an existing customer approaching their annual renewal.

All names, companies, and details are fictional. The structure and depth of the output reflect what OnePerfectSlice actually produces.

BLUF (Bottom Line Up Front)

The AM navigated a tricky renewal conversation — strong on demonstrating adoption and value, but too passive on the Salesforce connector objection and too slow to convert Marcus’s expansion interest into a concrete proposal. The deal will likely close, but the AM left money on the table by not bundling the streaming tier into the renewal conversation, and let Marcus control the pricing narrative instead of reframing around value delivered. The CTO’s “bring back options” comment is a negotiation tactic, not a churn signal — but only if the AM moves fast on the restructured proposal.

Next Moves

Decision Move: Confirm the renewal approval chain with Marcus this week — does the CTO need to sign off formally, or is Marcus’s signature sufficient? If the CTO is involved, offer to join that conversation directly rather than letting Marcus relay the pricing proposal secondhand.
Value Move: Build the restructured pricing proposal around value delivered, not volume consumed — lead with the 3-to-7 pipeline growth, the business-critical ops workflows, and the projected ROI of the streaming tier. Don’t let this become a price negotiation disconnected from impact.
Champion Move: Give Marcus the proposal in a format he can present as his own win — he needs to show the CTO that he negotiated a better deal and secured a fix for the connector issues. Make him look good internally and he’ll close this himself.

Scorecard

Score	Element	Rationale
🟢	Adoption Reviewed	The AM effectively surfaced strong adoption metrics — growth from 3 to 7 pipelines, business-critical daily ops workflows, and organic expansion without sales involvement. Marcus’s “revolt” comment was a clear signal of deep dependency. The AM used these data points to anchor the renewal conversation in value delivered rather than just contract terms.
🟡	Objections Addressed Live	The AM acknowledged the Salesforce connector issues and referenced the recent engineering fix, which was the right move. However, the response was reactive — the AM waited for Marcus to raise the issue rather than proactively addressing it upfront. The dedicated Slack channel offer was a good tactical move but felt improvised rather than prepared. On pricing, the AM accepted Marcus’s framing (“reset the economics”) without pushing back on the value already delivered.
🟡	Deal Risks Identified	The AM picked up on the CTO “bring back options” signal and the pricing sensitivity, but didn’t probe deeper on either. Is the CTO genuinely evaluating alternatives, or is this a negotiation tactic? The AM also didn’t address what happens if the connector issues recur during the renewal window — that’s the highest-probability risk and it wasn’t discussed.
🟡	Decision Process	The AM established that Marcus has renewal authority and the CTO has oversight, but didn’t map the full process — is there a procurement step? Does finance need to approve a pricing restructure? How long does the CTO typically take to review proposals? The 45-day window is known, but the AM didn’t work backward from it to build a timeline with milestones.
🔴	Next Steps	The call ended with a single vague commitment — the AM will send a restructured proposal “within one week.” No specific date, no format confirmed, no follow-up meeting scheduled. The expansion conversation (streaming tier) was acknowledged but not converted into a next step. Three opportunities, zero locked on the calendar.

How scorecards work

Learn how OnePerfectSlice evaluates every call element-by-element with evidence-backed scoring and coaching suggestions.

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Example: Renewal Call Scorecard

BLUF (Bottom Line Up Front)

Next Moves

Scorecard

How scorecards work

​BLUF (Bottom Line Up Front)

​Next Moves

​Scorecard

How scorecards work

BLUF (Bottom Line Up Front)

Next Moves

Scorecard