Renewal Discussion Deck Template

Lead the renewal with value, then talk terms, early enough to act on whatever you hear.

Most renewal conversations happen too late to change anything. By the time the quote goes out, the customer has usually made up their mind, and if the answer is no, you find out with a few weeks left and nothing you can do about it.

This deck puts value first and terms second. You show where you started, the value so far in numbers their champion already confirmed and what's next for their business, then walk through the subscription, the proposal, how the renewal will work and the timeline. Then you ask how they feel about renewing, and you stay quiet. The slides come with speaker notes, and the guide gives you a prep timeline that starts 150 days out, the two questions to ask before the formal process even begins and what to do when the answer isn't yes.

What's included

• Renewal Discussion Deck template in PowerPoint, plus a make-a-copy link for Google Slides

• 13 slides with speaker notes: title, agenda, where we started, the value so far, how your team is using it, what's next for your business, your subscription today, renewal proposal, how your renewal will work, renewal timeline, how you feel about renewing, next steps and close

• A step-by-step PDF guide with a prep timeline starting 150 days out, a worked example, what to do when the answer isn't yes and the mistakes to avoid

• A Steal This renewal readiness check

Who it's for

CSMs, renewal managers, account managers and CS leaders who own renewals and are done finding out too late.

How it works

Digital download. Your files are ready right after checkout. Open the PowerPoint file, or use the link included with your download to make your own copy in Google Slides. No physical item will be shipped.

Bundle and save

This template is part of the Renewal and Retention Bundle: 10 templates for $99, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.