Afrexai Renewal Management

# Contract & Subscription Renewal Management

Systematic framework for managing contract renewals, reducing involuntary churn, and maximizing renewal revenue. Covers SaaS subscriptions, service agreements, vendor contracts, and client retainers.

## When to Use

- Quarterly renewal pipeline review
- Building a renewal management process from scratch
- Reducing churn from missed or mishandled renewals
- Negotiating vendor contract renewals
- Forecasting renewal revenue

## Renewal Pipeline Framework

### 120-Day Renewal Cadence

| Days Out | Action | Owner | Deliverable |
|----------|--------|-------|-------------|
| 120 | Flag renewal in pipeline | Ops/CS | Renewal record created |
| 90 | Health check + usage review | CSM | Account health score |
| 60 | Renewal proposal drafted | Sales/CS | Pricing + terms doc |
| 45 | First outreach to customer | CSM | Meeting scheduled |
| 30 | Negotiation / upsell conversation | AE/CSM | Updated proposal |
| 14 | Final terms agreed | Legal/Sales | Contract ready |
| 7 | Signature reminder | Ops | DocuSign/PandaDoc sent |
| 0 | Renewal executed | Finance | Invoice generated |
| +7 | Post-renewal check-in | CSM | Confirmation + next QBR |

### Account Health Score (Pre-Renewal)

Rate each dimension 1-5:

| Dimension | Weight | Indicators |
|-----------|--------|------------|
| Product Usage | 25% | DAU/MAU ratio, feature adoption, login frequency |
| Support Health | 20% | Ticket volume trend, CSAT, escalations |
| Relationship | 20% | Exec sponsor access, NPS, referral willingness |
| Business Impact | 20% | ROI documented, expansion potential, strategic fit |
| Payment History | 15% | On-time payments, disputes, credit terms |

**Score interpretation:**
- 4.0-5.0: Auto-renew candidate, push multi-year
- 3.0-3.9: Standard renewal, address gaps before proposal
- 2.0-2.9: At-risk — executive intervention needed
- Below 2.0: Churn likely — prepare save offer or graceful exit

### Renewal Pricing Strategy

**Price increase guidelines...

# Contract & Subscription Renewal Management

Stop losing revenue to missed renewals and botched negotiations. This skill gives your agent a complete renewal management system — from 120-day cadence planning to save offers and dunning flows.

## What's Inside

- **120-day renewal cadence** with owner assignments and deliverables at each stage
- **Account health scoring** — 5-dimension weighted model to predict renewal outcomes
- **Pricing strategy by segment** — safe increase ranges for Enterprise through Self-Serve
- **Vendor negotiation playbook** — 7 discount levers with typical ranges (15-30%)
- **Revenue forecasting model** — committed/probable/at-risk/churning categories
- **Involuntary churn prevention** — dunning flow that recovers 60-80% of failed payments
- **Save offer matrix** — matched to cancellation reason with historical success rates
- **Automation checklist** — everything you need to put renewals on autopilot

## Who This Is For

- SaaS companies with recurring revenue
- Agencies managing client retainers
- CS/Account Management teams building renewal processes
- Ops leaders reducing churn and improving NRR
- Anyone negotiating vendor contract renewals (buy-side)

## Key Metrics This Improves

| Metric | Typical Before | After Implementation |
|--------|---------------|---------------------|
| Gross Renewal Rate | 80-85% | 90-95% |
| Net Revenue Retention | 95-100% | 110-120% |
| Involuntary Churn | 5-8% | 1-2% |
| Days to Close Renewal | 45-60 | 20-30 |

## Get More

- [AI Revenue Leak Calculator](https://afrexai-cto.github.io/ai-revenue-calculator/) — find where you're losing money
- [Industry Context Packs](https://afrexai-cto.github.io/context-packs/) — $47/pack with vertical-specific playbooks
- [Agent Setup Wizard](https://afrexai-cto.github.io/agent-setup/) — configure your AI agent stack

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