Renewal Intent

Sales

Retail & Sales

Ask a named account whether they plan to renew, change seats, or shop — and what would change the decision.

renewalretentionexpansioncs

Waiting until the invoice bounces to ask about renewal is how logos quietly leave. This template asks when the term ends, whether they plan to stay, change seats, or shop, and what would change the decision.

Who it is for

CSMs and founders who still run renewals in a spreadsheet ninety days out.

When to use it

Send it at 90 or 60 days. Upsell Interest is extra products, not the base term. Pricing Inquiry is an inbound “how much.” Customer Onboarding is the start of the relationship. NPS Survey is loyalty, not a commercial signal.

What this form collects

Name, work email, account, optional term-end date, current seats, a renewal-intent radio, and an optional “what would change this” note.

  • 90-day renewal outreach
  • Mid-term health check before a multi-year conversation
  • Founder-led book of twenty logos

Preview mode: This is a live read-only render of the template. Sign up to clone it into your account, or customize it with the guest AI builder first.

Renewal Intent

Ask a named account whether they plan to renew, change seats, or shop — and what would change the decision.

Ready to use this template?

Frequently asked questions

Does a “shop” answer cancel the subscription?

No. It is a signal. A human still has to save or wind down the account in the billing tool.

Should this include a 0–10 loyalty score?

Keep loyalty on NPS Survey. Mixing a recommend question into renewal intent muddies both the commercial and the CX number.

Can I prefill the account name?

Yes. Use a hidden or defaulted field from the email link after you clone the form so they are not typing the workspace ID.

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