Renewal and Retention Bundle

Forecast every renewal on evidence, spot risk early, and learn from every customer you lose.

Renewals rarely surprise the people who were paying attention. The trouble is most teams pay attention 60 days out, when the decision was already made months ago.

This bundle covers the whole retention cycle: a health score that explains itself, a readiness scorecard and MEDDPICC for scoring every renewal, a forecast tracker your CRO will trust, a risk model that puts a dollar figure on exposure, the renewal conversation deck, and the post-mortem, churn analysis and offboarding kit for the accounts you don't keep.

What's included (10 templates, each with its own step-by-step PDF guide)

• Renewal Discussion Deck (PowerPoint): Lead the renewal with value, then talk terms, early enough to act on whatever you hear.

• MEDDPICC for Customer Success (Excel): Score every renewal on the eight things that decide it, so your forecast runs on evidence instead of hope.

• Churn Post-Mortem (PowerPoint): Turn a lost customer into fixes with owners and dates, so the next one doesn't leave the same way.

• Customer Offboarding Kit (PowerPoint and Word): Give every departing customer a clean, professional exit and leave the door open for the day they come back.

• Renewal Forecast Tracker (Excel): Put every renewal on one list, forecast it honestly, and find the gap while you still have time to close it.

• Customer Health Score Model (Excel): Design a health score your team trusts, can explain, and actually acts on.

• Renewal Readiness Scorecard (Excel): Know which renewals are really ready months before the date, and spend your time on the ones that aren't.

• Churn Analysis Workbook (Excel): Stop explaining churn one account at a time. Log every loss, find the pattern, and fix the thing that keeps causing it.

• Customer Risk Exposure Model (Excel): Turn a list of red accounts into a dollar figure, a concentration picture and a plan your executives can act on.

• Commercial Audit (Word): Write down who really owns renewal, upsell, cross-sell and expansion at your company, how each one runs today and what you would build if you started from scratch.

Every template comes as an editable Microsoft Office file plus a make-a-copy link for the Google version, and every guide includes a worked example and a Steal This check.

Who it's for

CSMs and CS leaders who own renewals and churn.

How it works

Digital download. Your files are ready right after checkout. Each template has its own folder with the Office file and the guide, and the Google versions use the links included with your download. No physical item will be shipped.

Want everything?

The Complete Architect Collection has every template in the collection for $299.