← Docs
Recipe

Contract renewal prep doc

A repeatable template for assembling the renewal package before the client meeting. Covers usage data, ROI highlights, and the forward-looking proposal.

Ingredients

  • Last 12 months of license-usage telemetry
  • Support-ticket summary (count, severity, resolution time)
  • Three quantified ROI wins from the current term
  • Next-term pricing and tier recommendation
  • One-page executive summary

Prep steps

  1. Pull usage data from the licensing dashboard. Export CSV for peak concurrency, feature adoption, and idle seats.
  2. Review support tickets. Tag each as resolved, escalated, or feature-request. Calculate mean time to resolution.
  3. Interview the account owner for qualitative wins. Map each to a metric (time saved, revenue protected, risk reduced).
  4. Draft the renewal proposal. Include current vs. recommended tier, pricing, and any add-on services.
  5. Assemble the one-pager. Keep it to five sections: usage snapshot, support health, ROI highlights, proposal, and next steps.

Delivery

Send the one-pager 48 hours before the renewal call. Attach the full data pack as a PDF appendix. During the call, walk through the ROI highlights first, then present the proposal.

Pro tip: If usage grew >20% YoY, lead with that number. Growth metrics make price increases feel earned rather than imposed.