Renewal-risk review

Run this weekly for accounts renewing in the next 30 to 90 days.

Prepare

Start with your CRM and billing system. Add support and customer conversation sources to see escalations, cancellations, and account activity.

Review

1. List upcoming renewals by value and date.
2. Open accounts with active escalations, payment failures, cancellation signals, or no recent engagement.
3. Read the records behind each risk signal.
4. Agree the retention action, owner, and next customer touchpoint.
5. Revisit open risks in the next weekly review.

Leave with

• A prioritized retention plan
• Clear ownership for every material risk
• A record of changes from week to week

See Integrations for the systems that provide renewal evidence.