T45 Renewal risk review
Renewal risk review
Every Peoplegrid account currently flagged Watch or At risk, why, and the save plan we are running for each. Prepared by the Customer Success team for the CS lead and account managers ahead of Monday's pipeline review.
Sample template: the firm, people, clients and figures are fictional, and the embedded view holds synthetic sample records.
How to read the risk board
The board groups every renewal by pipeline status. Cards in At risk need an owner and a save plan this week; cards elsewhere with a Watch health tag need monitoring, not yet an escalation.
Risk signals this week
| Account | Renewal date | Contract value | Health | Signal |
|---|---|---|---|---|
| Ironwood Builders | Oct 18, 2026 | $22,000 | Watch | Renewal date passed; on a 30-day extension while the owner compares a lower-cost tool |
| Northgate Staffing | Oct 28, 2026 | $31,000 | At risk | Finance announced a budget freeze and asked all vendors for a 20% cost cut |
| Redwood Advisory | Oct 12, 2026 | $30,000 | At risk | A permissions escalation has been open and unresolved for 3 weeks |
| Alder Creek Clinics | Oct 9, 2026 | $27,000 | At risk | Only 1 of 3 clinics uses the workspace; the other two went back to paper forms |
| Beacon | Oct 20, 2026 | $36,000 | Watch | Champion is changing roles; the new operations director has not joined a call |
| Elmstead Legal | Oct 1, 2026 | $38,000 | Watch | Managing partner wants a data retention clause added before signing |
Save plans
| Account | Risk owner | Save action | Executive sponsor engaged | Target date |
|---|---|---|---|---|
| Ironwood Builders | Dan Wells | Present a 1-year price-locked renewal before the Oct 18 extension ends | No | Oct 10, 2026 |
| Northgate Staffing | Priya Nair | Offer a seat reduction instead of a plan downgrade, to keep the core workflow intact | No | Oct 14, 2026 |
| Redwood Advisory | Priya Nair | Close the permissions escalation this week; do not raise renewal until it is closed | Yes | Sep 26, 2026 |
| Alder Creek Clinics | Owen Brooks | Run an adoption recovery session with the two inactive clinic managers | No | Sep 30, 2026 |
| Beacon | Leo Hart | Get the new operations director on a 30-minute intro call | No | Oct 3, 2026 |
| Elmstead Legal | Leo Hart | Legal reviews the requested retention clause and returns redlines | No | Sep 26, 2026 |
Escalation path
flowchart TD
A[Health: Watch] --> B[Account manager monitors weekly]
B -->|Signal worsens or renewal under 30 days| C[Health: At risk]
C --> D[CS lead assigns a save plan and date]
D --> E{Renewal under 14 days, no engagement}
E -->|Yes| F[Escalate to VP Customer Success]
E -->|No| G[Continue save plan, review weekly]
F --> H[Executive sponsor call scheduled within 48 hours]
What needs an executive sponsor this week
Highest urgency: Ironwood Builders
The renewal date passed on Sep 18 and the account is running on a 30-day extension while the owner actively compares a lower-cost competitor. Save action: Dan Wells presents a price-locked renewal by Oct 10. If no signature by Oct 18, the account churns and the $22,000 in contract value is lost.
Contract values are sample figures
Contract value and ARR totals on this page are synthetic sample data for this template. Replace them with figures from your own renewal system before using this for a real business review.
Three out of five. Redwood Advisory and Elmstead Legal are the most likely saves once their specific blockers clear; Ironwood Builders is the account most likely to churn without a fast price conversation.
How to use this template
Run this review weekly with the CS lead and every account manager who owns an At risk or Watch account. Replace the values below; if a required value is missing, show Needs review, never a guessed date.
| Variable | Meaning | Required |
|---|---|---|
{{account.name}} | Account under review | Required |
{{account.health}} | Watch or At risk health tag | Required |
{{risk.signal}} | The specific reason the account is flagged | Required |
{{saveplan.owner}} | Named owner of the save action | Required |
{{saveplan.target_date}} | Date the save action is due | Required |
{{executive.sponsor_engaged}} | Whether an executive sponsor call is scheduled | Optional |
Before the weekly review: confirm every At risk account has a named owner and a date; escalate any account with a renewal under 14 days and no engagement to the VP.