Use case · Customer success

Renewal call. Five competing priorities. Minuta keeps you on track.

Customer success managers run a sequence of renewal conversations every quarter — usage review, expansion talk, executive summary. Minuta surfaces the right talking point in the moment, grounded in the account brief, without a bot joining the call.

The renewal call problem

A renewal call is short, structured, and political. The CSM has to land the usage story, surface the at-risk metric, and tee up the expansion conversation — all in 30 minutes, and often with stakeholders the CSM hasn't met before.

The classic failure mode is forgetting to mention the integration that's about to ship, or letting a pricing question pull the conversation away from the renewal ask. A live cue grounded in the account brief is the difference between a clean save and a churned ARR line.

Where it earns its keep

Talking points

QBR with mixed stakeholders

Three account-side faces, two of them new. Minuta surfaces the talking point that matches the question on the live transcript — pulling from the account brief, the usage report, and the prior call notes.

Pricing pushback

"What's our renewal price?"

Battlecard for renewal pricing loaded as context. Minuta drafts a 2-sentence answer in your tone, anchored to the value delivered this quarter.

Expansion opening

"We're rolling out to a new team"

When the account drops a buying signal, Minuta surfaces the expansion playbook step the CSM should run next, while the conversation is still live.

How it fits a CS workflow

Open Minuta a minute before the call. Attach the account brief, last quarter's usage report, and the renewal pricing sheet. Run the call as you normally would.

  • No bot joins. The customer sees no extra participant. Audio is captured locally on the CSM's Mac.
  • Live English transcript on the side, synchronized with the call.
  • Question detected → 1-click "What should I say?" → draft in 2-4 seconds, grounded in the account brief.
  • Post-call summary with TL;DR, action items, and renewal-risk flags. Drop into the CRM.

Why CSMs pick Minuta over generic notetakers

  • Other notetakers give a transcript. Minuta drafts the answer to the renewal question in real time.
  • Bot-in-the-call is a non-starter for many enterprise customers — Minuta is invisible.
  • Account brief and battlecards ground every prompt. No hallucinated commitments.
  • Zero-retention security — audio of a customer's renewal conversation is processed via secure transient APIs and stays on the CSM's Mac.

Try it before your next renewal

7 days with everything unlocked. No credit card. €9/mo after.