Client Renewal Checklist 1
Full Description:
This Excel based checklist is used to optimize your process, engagement, automation, and visibility to ensure successful renewals. Each item has a description, due date, and owner responsible for completing the tasks. Easy to update and great for collaboration.
Target Audience:
Current Clients
Frequency:
90 days before contract renewal date
Gain Further Understanding of
Client Renewal Checklists
The articles below will help give a better understanding of the importance of client renewals and other best practices of Client Success teams.
