Operations
Automating the Renewal Conversation
11:30–12:15•Room 304
DV
David Vance
VP Operations, Stackable
David designs the renewal automation systems used by 400+ agencies. He focuses on workflows that feel human, not robotic.
About this session
Build a renewal workflow that earns trust and saves 6 hours per CSR per week.
Key Takeaways
- 01The 5-touch renewal sequence
- 02What to automate vs. what to keep human
- 03Measuring renewal health without surveys