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Proof · renew it · 2022–2023

Turning a quarterly review into a renewal.

A financial services account

RenewedTHE ACCOUNT
4QUARTERS REBUILT
Situation

The account was up for its annual look, and the quarterly review was the room that would decide it.

Task

Build the review around the effect of the work.

Action

Rebuilt the review around one claim with evidence under it, then rebuilt the cadence that fed it.

Result

The account renewed.