Renewal Health Self-Assessment

Answer 11 quick questions.

Each one is meant to assess how much renewal revenue may be at risk.

No tech required, just your gut instinct and knowledge of your ops.

How scoring works:

At the end, you'll see what tier you fall into and recommended next steps.

First Name

Last Name

Email *

Captcha

Can every rep find asset and contract data (without asking someone else)? *

Yes

I'm Not Sure

Do we know which renewals are at risk for attrition in the next 90 days? *

Yes

I'm Not Sure

How much revenue could we lose if a key renewal specialist left today? *

Not Much

I'm Not Sure

A Lot

How many renewals are tied to SKUs we can't track accurately? *

Not Many

I'm Not Sure

Most of Them

Do customers already get automated, proactive renewal alerts in our branding? *

Yes

I'm Not Sure

Have we ever missed a renewal we thought we'd captured? *

Yes

I'm Not Sure

Is our renewal operations standardized across all reps, regions, and business units? *

Yes

I'm Not Sure

Do we have visibility into all subscriptions, licenses, and infrastructure entitlements for each customer? *

Yes

I'm Not Sure

Can our finance team easily reconcile renewal revenue without chasing reps down? *

Yes

I'm Not Sure

Do reps have a playbook for managing high-risk renewals? *

Yes

I'm Not Sure

Are we using historical renewal data to forecast revenue and GP accurately? *

Yes

I'm Not Sure