Renewal Readiness Scorecard Template
$20.00
Know which renewals are really ready months before the date, and spend your time on the ones that aren't.
Most renewals are decided long before anyone sends a quote. By the time the paperwork shows up, the customer already knows whether they're staying. The question is whether you know. This scorecard gives you an early, honest look at every renewal, starting 180 days out.
Rate 15 criteria across five weighted categories from 1 to 5: customer health, value realization, stakeholder engagement, commercial risk and renewal intent. Every criterion spells out what a 1 and a 5 look like. The scorecard turns your ratings into a confidence score, counts red flags, names the weakest category, and treats every blank as a question you haven't asked yet. The Account view puts one renewal on a single page for your kickoff prep, and the Portfolio tab shows ARR by confidence level, including what renews in the next 90 and 180 days. The guide gives you a renewal timeline from 180 days out to signature.
What's included
Renewal Readiness Scorecard template in Excel, plus a make-a-copy link for Google Sheets
5 tabs: start here, criteria, scorecard, account view and portfolio
15 criteria in 5 weighted categories, each with what a 1 and a 5 look like
Confidence score, red flags and weakest category for every renewal, plus a one-page account view
A step-by-step PDF guide with a made-up worked example, a 180-day renewal timeline and the mistakes to avoid
A Steal This renewal readiness check
Who it's for
CSMs, renewal managers and CS leaders who are done being surprised in the last 30 days.
How it works
Digital download. Your files are ready right after checkout. Open the Excel file, or use the link included with your download to make your own copy in Google Sheets. 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.
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