Renewal motion without the T-minus-seven scramble.
Most renewals fail when CSM and AE work off different views of the account. This template runs T-90 to signed contract in one process with RevOps approval so forecasting is real.
For csms, account executives, and revops leaders. No credit card. First run in under a minute.
Renewal #RNW-2025-Q4-0152
Acme Corp · $48k ARR · T-90 · Yellow readiness
- T-90: Account snapshot100%CSMApproval gate
- Readiness assessmentBLOQUEADACSMEvidence
- Retention outreachBLOQUEADACSMYellow/Red only
- T-60: Proposal prepBLOQUEADAAESLA 48h
- T-30: NegotiationBLOQUEADAAESLA 7d
- Renewal closeBLOQUEADARevOps LeadApproval gateDep. pendente
Opinion
What we cut. And what we kept.
This template is forecasted, not improvised. Improvised is why renewals are coin flips.
Cut
- Readiness signal living in a Slack thread.
- Retention plays improvised at T-minus-seven.
- Proposal built under deadline pressure.
- RevOps forecasts based on gut feel.
Kept
- T-90 checkpoint gate on every renewal.
- Retention outreach triggered by yellow/red readiness.
- Proposal prep at T-60, not T-7.
- RevOps approval gate before close.
What this template includes
Process steps
- 1T-90: account snapshot, usage, sentiment, expansion signals, and any open issues, CSM gate
- 2Renewal readiness assessment: green / yellow / red with explicit drivers
- 3Last-chance retention outreach for at-risk accounts (yellow / red only)
- 4T-60: proposal preparation with pricing, terms, and decision-maker map
- 5T-30: negotiation and commercial close, owned by AE
- 6Renewal close and sign-off, RevOps Lead approval gate
Why teams use this template
Renewal motion fails when CSM and AE work off different views of the account. The 90-day check happens, but the readiness signal lives in a slack thread. The retention play is improvised. The proposal gets built late, negotiation happens under deadline pressure, and the renewal closes, or doesn't, without RevOps having a clear view of why.
This template runs the renewal as one process from T-90 to signed contract: account snapshot, readiness assessment, retention outreach for at-risk accounts, proposal, negotiation, and close with RevOps approval. The checkpoint gate at T-90 ensures every renewal gets the right attention early enough to act.
Built for CS programs that own renewal motion alongside revenue: every account follows the same cadence, retention plays trigger automatically when readiness goes yellow or red, and the run history is the source of truth RevOps needs for forecasting. Renewals you can predict, not pray for.
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