Assessment
A focused diagnostic of your renewal motion and deal support operations. We identify quick wins, gaps, and structural fixes worth building.
Renewals, deal support and operations
don't get the spotlight.
They get the job done.
We build and optimize the operating model behind recurring revenue: ownership, handoffs, processes, and reporting, so the business scales with less friction. Whistworks makes it work.
We reply within one business day.
Renewal motion design✦
Deal support & quoting✦
Ownership & handoffs✦
Operating cadence✦
Forecasting & risk✦
Pricing & approvals✦
What we do
Four ways
Four ways
we engage.
Renewals and Operationss Build
Design and stand up the renewal function, deal support model, ownership rules, cadence, metrics, and playbooks needed to scale.
Optimization
Improve an existing renewal or deal support model by tightening workflows, handoffs, capacity, SLAs, reporting, and operating rhythm.
Advisory retainer
Continued support after recommendations are delivered, helping teams translate the operating model into action, resolve implementation questions, and stay on track.
When to bring us in
Signals it’s
Signals it’s
time to act.
Best suited for teams growing renewal volume, formalizing ownership, or making renewals and deal support more consistent, scalable, and easier to run.
- 01Renewal ownership is unclear.
- 02Processes are undefined.
- 03Too much depends on tribal knowledge.
- 04Quoting, approvals, and handoffs are fragmented.
- 05The model works only because a few people hold it together.
- 06Reporting, SLAs, or operating cadence are inconsistent.
- 07Renewal risk is visible too late.
- 08The function needs to improve, but the starting point is unclear.
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