Description

A focused course, tailored for you

The Customer Success Manager's Course on Building Scalable Renewal Playbooks When Quarterly Churn Spikes

Turn chaotic renewal cycles into a repeatable engine so you can protect revenue and prove impact without endless spreadsheets.

Stop spending Friday evenings stitching renewal spreadsheets while missed renewals keep draining your ARR.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

Your renewal pipeline is a patchwork of email threads, shared drives, and ad-hoc spreadsheets. Every quarter you scramble to locate the latest contract status, chase missing signatures, and manually calculate churn risk, while leadership asks for a single source of truth.

The tools you rely on, CRM notes, point-solution dashboards, and occasional Slack updates, don’t speak to each other. Hand-offs between onboarding, account management, and finance create gaps that let renewal slips fall through, and when an audit asks for evidence you spend days assembling fragmented logs instead of driving growth.

If the pattern continues, missed renewals will erode ARR, your performance metrics will dip, and the next performance review could focus on “why you couldn’t lock in the existing base” rather than on new expansion wins.

What you walk away with

Create a single renewal playbook that aligns sales, support, and finance.
Generate a live renewal dashboard that updates automatically from your CRM.
Produce a ready-to-submit evidence pack for quarterly business reviews.
Reduce manual churn calculations by 80% using standardized risk scoring.
Communicate renewal health confidently to leadership with a concise scorecard.

The 12 modules

Module 1. Mapping the Renewal Landscape

Identify every touchpoint and data source that influences renewal outcomes.

Module 2. Standardizing Health Scores

Build a consistent customer health scoring model that feeds into renewal risk.

Module 3. Designing the Renewal Playbook

Create step-by-step playbook templates for each renewal scenario.

Module 4. Automating Data Capture

Set up automated pulls from CRM and support tools into a unified view.

Module 5. Risk Scoring and Early Warning

Apply a risk matrix to flag at-risk accounts before the quarter ends.

Module 6. Stakeholder Alignment

Define RACI tables and meeting cadences to keep sales, CS, and finance aligned.

Module 7. Evidence Pack Assembly

Build a repeatable evidence pack that satisfies finance and audit reviewers.

Module 8. Renewal Negotiation Framework

Use a decision matrix to choose pricing and contract terms quickly.

Module 9. Executive Reporting Scorecard

Create a concise scorecard that tells leadership the renewal health at a glance.

Module 10. Continuous Improvement Loop

Implement a post-renewal review process to capture lessons and refine the playbook.

Module 11. Scaling the Process

Adapt the playbook for larger portfolios and new product lines.

Module 12. Coaching and Adoption

Train the wider CS team on using the playbook and dashboards effectively.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers Mapping the Renewal Landscape , exactly the chaos you face when contracts, health scores, and support tickets live in separate folders.

Module 5 covers Risk Scoring and Early Warning , precisely the gap you hit when the quarterly churn spike appears and you have no early alerts.

Module 7 covers Evidence Pack Assembly , the exact solution for the endless scramble to gather signatures, usage data, and finance approvals before the board meeting.

What you get with this course

A renewal playbook template with pre-filled steps for each scenario.
A health score calculation worksheet with built-in weighting.
A live renewal dashboard mock-up ready for import.
A risk matrix with color-coded risk levels.
A RACI table for renewal stakeholder responsibilities.
An evidence pack checklist for quarterly reviews.
A negotiation decision matrix for pricing options.
An executive scorecard slide deck template.
A post-renewal review questionnaire.
A scaling guide for larger portfolios.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: tailored playbook in hand, renewal playbook template pre-populated for your environment, health score worksheet ready.

Week 1: first version of live renewal dashboard live and shared with finance lead, risk matrix applied to top-10 accounts.

Month 1: monthly reporting cycle running from the new register with zero manual reconciliation, executive scorecard presented to leadership.

Before and after

Before

You currently maintain renewal data in separate Excel files, email threads, and a shared drive folder. Evidence lives in scattered screenshots, and when the quarterly review arrives you spend days reconciling numbers, missing signatures, and chasing missing data, causing leadership to question the reliability of your renewal forecasts.

After

After the course you have a unified renewal playbook, an automated dashboard that pulls live data, a ready-to-present evidence pack, and a concise scorecard that you share with leadership each week, turning renewal health into a predictable, auditable process.

What happens if you do not address this

If you ignore this, Q3 close will arrive without a clean evidence pack and the audit committee will demand a remediation plan in front of the CFO. Your renewal forecast will remain unreliable, risking missed targets and a negative performance review. The team will continue to lose hours each quarter rebuilding the same data.

Who it is for

A Customer Success Manager who runs a mid-size SaaS portfolio, spends most of the week juggling renewal calls, health score dashboards, and cross-functional hand-offs, and needs a repeatable process that turns disparate data into a clear, auditable renewal plan.

Who this is NOT for. This is not for someone who needs a basic introduction to what customer success is.

How it arrives

Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.

Time investment. 6 hours of focused work spread over a week and the course saves an estimated 40-60 hours of manual renewal preparation each quarter.

Why $199 is the right number

A half-day consultant to map your renewal process typically costs $2K-$5K, generic CS certification courses run $800-$2K, and building the system yourself can consume 60+ hours. At $199 you get a proven playbook, templates, and a custom implementation guide that delivers ROI in weeks.

FAQ

Do I need advanced data engineering skills to use the templates?

No, the course walks you through simple formula setups that anyone familiar with a spreadsheet can follow.

Will this work with my existing CRM?

Yes, the playbook is built to pull data from any standard CRM via export or API connection.

How much time will I need each week to implement?

About 2-3 hours per week for four weeks to get the core playbook live.

Is this suitable for a team that already has a renewal tracker?

The course upgrades a basic tracker into a full-cycle, auditable system.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.