Guide
Renewal Management Playbook: The 90/60/30 System
A weekly renewal routine that prevents last-minute chaos and improves retention.
Weekly renewal routine
Pick one day per week to review upcoming renewals. Consistency beats intensity.
- List renewals due in 90 days
- Tag high-risk accounts
- Schedule outreach tasks
Scripts by timeline
Your messages should match the decision stage.
| When | Primary message | What to ask |
|---|---|---|
| 90 days | Early check-in | Any changes in situation? |
| 60 days | Present options | Confirm preferences and budget |
| 30 days | Decision | Finalize or set last follow-up date |
Metrics to track
Retention improves when you measure it.
- Renewal completion rate
- Renewals handled before day 30
- Upsell/cross-sell touches completed
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