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Playbook · Expansion

Renewal Risk Scorecard

A scorecard to assess renewal risk continuously rather than discovering it at the contract date. Signal categories (score each): adoption (is the customer…

Piece 10 of 16·Expansion chapter

A scorecard to assess renewal risk continuously rather than discovering it at the contract date. Signal categories (score each): adoption (is the customer reaching and sustaining value?), engagement (frequency and depth of use trending up or down?), support health (volume/sentiment of tickets, unresolved issues?), relationship (is there an active, contextful relationship or silence?), expansion trajectory (growing, flat, or contracting?). Scoring: weighted composite → green / watch / at-risk band, reviewed continuously, not annually. Use: flag at-risk accounts early enough to intervene; feed the continuous-renewal model so the contract date holds no surprises. Build notes: downloadable plus on-page scorecard; emphasize continuous (not annual) review; link to Renewals-shouldn't-be-a-surprise cluster.

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