Free template, copy and use

Free customer renewal call template

A renewal goes smoothly when the customer can see the value and the next year's plan. This template reviews results first, then risks, terms and who signs.

Let Acta fill it in

Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

Customer renewal call template

Account

Customer: [name] | Renewal date: [date] | Current value: [amount]

Value delivered

Goal: [ ] | Result: [ ]

Usage and adoption

Active users: [ ] | Trend: [ ] | Gaps: [ ]

Goals for next year

[Goal] | How we'll help: [ ]

Risks

[Risk: budget / champion change / competitor] | Plan: [ ]

Commercials and decision

Proposed terms: [ ] | Who decides: [name] | Paper process: [ ]

Next steps

[Step] | Owner: [name] | Date: [date]

How to use this template

  • Start the renewal conversation 90 days before the date.
  • Lead with results the customer agrees with.
  • Confirm who signs and how procurement works early.

Skip the typing

Acta records your Zoom, Google Meet and Teams meetings, with or without a bot, and writes the notes for you: a summary, decisions, next steps and action items with owners, next to the transcript. Free for 15 days.

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Frequently asked questions

Related:

When should you start a renewal conversation?

About 90 days before the renewal date, earlier for large accounts.

What should a renewal call cover?

Value delivered, adoption, goals for next year, risks, terms and the decision process.

Is this customer renewal call template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the customer renewal call for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.