CRO · Playbook · Intermediate · Saves 55+ hours
Renewal Playbook
A playbook for managing the renewal process.
What's included
- Renewal timeline
- Risk assessment
- Stakeholder engagement
- Value reinforcement
- Negotiation strategies
- Expansion identification
- Documentation requirements
Best used when
- Managing renewals
- Preparing renewal strategy
- Training CS on renewals
- Improving renewal rates
The template
The Template
RENEWAL TIMELINE
Renewal Process Framework
RENEWAL TIMELINE
120 DAYS OUT:
☐ Renewal review meeting
☐ Health score assessment
☐ Risk identification
☐ Expansion opportunity sizing
☐ Stakeholder mapping
90 DAYS OUT:
☐ Value review with customer
☐ Success metrics compilation
☐ Renewal discussion initiation
☐ Terms/pricing prepared
60 DAYS OUT:
☐ Formal renewal conversation
☐ Proposal delivery
☐ Negotiation if needed
☐ Expansion offer
30 DAYS OUT:
☐ Contract finalization
☐ Signature process
☐ Payment processing
☐ Confirmation
POST-RENEWAL:
☐ Success plan refresh
☐ Next year goals
☐ Thank you communication
Renewal Risk Assessment
| Factor | Score | Weight | Weighted |
|---|---|---|---|
| Health score | /100 | 25% | |
| Usage trend | /100 | 20% | |
| Engagement | /100 | 20% | |
| NPS/satisfaction | /100 | 15% | |
| Champion status | /100 | 10% | |
| Competitive threat | /100 | 10% | |
| Risk Score | /100 |
RENEWAL EXECUTION
Renewal Conversation Framework
RENEWAL DISCUSSION SCRIPT
OPENING:
"I wanted to connect ahead of your
renewal to review the value we've
delivered and plan for next year."
VALUE REVIEW:
"Over the past year, you've achieved:
☐ [Outcome 1]
☐ [Outcome 2]
☐ [Outcome 3]"
NEXT YEAR VISION:
"Looking ahead, here's how we can
help you [new goals]..."
RENEWAL TERMS:
"For your renewal, I'm proposing
[terms]. This includes [value adds]."
CLOSE:
"Based on our discussion, are we
aligned to move forward?"
Frequently asked questions
What is the Renewal Playbook?
A playbook for managing the renewal process.
Who is the Renewal Playbook for?
It is built for CROs and their teams working on Customer Success. The AI coach adapts it to your company, stage, and goals.
How long does the Renewal Playbook take to use?
It saves roughly 55+ hours versus building from scratch. Our AI coach can tailor the playbook to your situation in minutes, then hand you a step-by-step plan.
Is the Renewal Playbook free?
Yes. You can read the full playbook and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Renewal Playbook?
The coach teaches you the framework, asks a few questions about your business, tailors the playbook to you, and gives you measurable next steps to execute.