Ask expiring clients before the renewal window: renewing, resizing or adding modules — turning quiet renewal seasons into a mapped expansion pipeline.
Quick answer
A pre-renewal pulse sent before the window closes that reads renew, resize or add-on intent, converting a quiet renewal season into a mapped expansion pipeline.
Renewal season should be a harvest, not a scramble. Months before contracts expire, this form asks each client the three questions that matter: are you renewing, is the current size right, and what would you add if you could. Answers route straight into the renewal or expansion queue while there is still time to shape the package — and silence itself becomes an early warning worth acting on.
A fillable sample form preview — live once the app is published.
Everything you need to run this template.
Renewal posture known while packages are still editable.
Which accounts want which add-ons, listed before the call.
Downgrade appetite surfaces early enough to save the relationship.
Non-responders become your first outreach list.
From copy to deliverable in four steps.
Copy it and list your modules and plan sizes.
Every expiring account gets the same ask.
Renew, expand and rescue lists build themselves.
Walk into calls knowing posture, appetite and timing.
Pick your role — see how it fits your workflow.
Replace renewal-week surprises with a quarter of lead time.
See expansion demand by module across the whole book.
Trigger re-engagement for accounts that never answer.
What makes this template work as a professional deliverable.
A preview of the fields inside — everything stays editable once you copy the template.
