Renewal risk review template

Set the horizon

Review enough time before renewal to change the outcome. Capture renewal date, notice period, and contract owner.

Separate signals

List product adoption, achieved outcomes, sponsor engagement, open issues, and commercial context. Mark missing information clearly.

Choose interventions

For each risk, define a customer-relevant action, owner, and date. Avoid substituting internal status changes for customer progress.

Escalate with evidence

Summarize what is known, what remains uncertain, and what help is needed. Recheck after the intervention.

COPY-READY WORKSHEET

Make it yours.

RENEWAL CONTEXT
Renewal date / notice date:
Customer outcome sought:
Decision makers and sponsor status:

EVIDENCE
Adoption trend and source:
Outcome achieved or blocked:
Open product or service issues:
Commercial or organizational changes:
Unknowns to confirm:

ACTION PLAN
Risk / customer-relevant action / owner / due date:
Next customer conversation:
Review trigger:

Adapt this outline to your own context. Do not paste confidential data into a public page.