Customer renewal risk scorecard

What is a customer renewal risk scorecard?

A customer renewal risk scorecard is a scoring tool that turns the early warning signs of churn into a number you can act on. Instead of relying on gut feel about whether an account is "fine" or "at risk," it walks you through the specific signals and has you check off the ones that apply.

What's inside the template?

The template has five sections, covering signal scoring through ongoing tracking:

1. Score your renewal risk signals
2. Interpret your score and set your timeline
3. Map your multi-level relationships
4. Choose your negotiation levers
5. Track signals every cycle

How to use the template

Go through every warning signal with your account team and be honest about what's actually true right now. Once you have a score, look at how urgent this is and when to start the renewal conversation. From there, map who on your side should be talking to who on theirs, and agree in advance which negotiation levers you're willing to pull versus which ones are non-negotiable.

Build the signal review into your regular cadence, so you're never caught scoring an account for the first time right before the contract's up.

Download your customer renewal risk scorecard

Customer renewal risk scorecard

Customer renewal risk scorecard Score the signals, build your response plan, and start the renewal conversation before the clock runs out Renewals rarely fail without warning. Most accounts send signals for months before a contract is genuinely at risk. A champion who goes quiet, a rightsizing…

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