The renewal/upsell process from health review through renewal forecast, outreach, negotiation and close. This is the Renewal and Upsell Workflow from the Stratenity Library, a governed consulting deliverable that is already built for you. It gives your team the full working method for renewal and upsell, and it walks through everything from the account health review and risk scoring to RACI, controls and the KPI set. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.
What this workflow covers
This is a preview of the full deliverable. Inside the Stratenity Library, this workflow walks a consultant through the complete method, section by section, with a worked client example threaded throughout.
- Context, Scope and Objectives
- Approach and Methodology
- The Account Health Review and Risk Scoring
- Renewal Forecasting and the Renewal Book
- Expansion and Upsell Identification
- Outreach, Negotiation and Close
- RACI, Controls and the KPI Set
- Performance and Outcomes
- Findings and Insights
- Recommendations and Roadmap
- Value Realisation Framework
- Risks, Assumptions, Issues and Dependencies (RAID)
- Governance and Next Steps
Review, download, and activate in 48 hours
Stratenity Library subscribers can review this workflow in full, download it, and activate it into a governed, client-ready deliverable in 48 hours rather than weeks. Each asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend.
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