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Fix Client Renewal Friction in 24 Hours

$199.00
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What is the Fix Client Renewal Friction in 24 course about?

Every renewal cycle, the same pattern: late-breaking escalations, misaligned internal teams, and clients who seemed satisfied but don’t renew. You’re spending more time managing fire drills than shaping outcomes. The data exists, but it’s scattered, NPS, contract terms, delivery logs, and no one owns the synthesis. You’re expected to lead, but without a clear system, you’re reacting. That friction isn’t just costly.

What situation is the Fix Client Renewal Friction in 24 for?

Every renewal cycle, the same pattern: late-breaking escalations, misaligned internal teams, and clients who seemed satisfied but don’t renew. You’re spending more time managing fire drills than shaping outcomes. The data exists, but it’s scattered, NPS, contract terms, delivery logs, and no one owns the synthesis. You’re expected to lead, but without a clear system, you’re reacting. That friction isn’t just costly.

Who is the Fix Client Renewal Friction in 24 course for?

Senior client-facing leader in a professional services firm, accountable for retention and expansion but blocked by fragmented visibility and stakeholder misalignment.

What do you take away from the Fix Client Renewal Friction in 24 course?

Identify early-warning signals 8+ weeks before renewal risk crystallizes Align delivery, account management, and legal on a single client health score Replace reactive escalations with structured intervention playbooks Turn stakeholder misalignment into shared ownership of renewal outcomes Reduce time spent in renewal prep by 50% with automated evidence collection.

How does this map to your situation?

After first renewal cycle with gaps When stakeholders misalign on client risk Before renewal prep begins After losing a client with no warning.

What's included with your purchase?

12 modules with 12 chapters each (144 chapters) Downloadable templates and worked examples for every module Hand-built implementation playbook delivered alongside course access 30-day money-back guarantee.

What does the Fix Client Renewal Friction in 24 cover on delivery and format?

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access. Time investment: Approximately 3 hours per module, designed to be completed alongside regular work over 12 weeks.

How does this compare to the alternatives?

Unlike generic CRM training or leadership courses, this system delivers a field-tested, step-by-step method to detect and resolve client risk, specifically for senior client engagement leaders in professional services.

Closely related courses: Fix the Client Renewal Review That Takes 10 Hours, Fixing Control Friction in High-Stakes Client Engagements.

More answers: what you get with every course, refund policy, all help answers.

A tailored course, built for your situation

Fix Client Renewal Friction in 24 Hours

Stop churn before it starts with a repeatable client health system

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
The monthly stakeholder alignment meeting that never aligns

The situation this course is for

Every renewal cycle, the same pattern: late-breaking escalations, misaligned internal teams, and clients who seemed satisfied but don’t renew. You’re spending more time managing fire drills than shaping outcomes. The data exists, but it’s scattered, NPS, contract terms, delivery logs, and no one owns the synthesis. You’re expected to lead, but without a clear system, you’re reacting. That friction isn’t just costly, it’s eroding trust and predictability.

Who this is for

Senior client-facing leader in a professional services firm, accountable for retention and expansion but blocked by fragmented visibility and stakeholder misalignment

Who this is not for

Individual contributors not responsible for renewal outcomes, or leaders with full-time data teams already building health dashboards

What you walk away with

  • Identify early-warning signals 8+ weeks before renewal risk crystallizes
  • Align delivery, account management, and legal on a single client health score
  • Replace reactive escalations with structured intervention playbooks
  • Turn stakeholder misalignment into shared ownership of renewal outcomes
  • Reduce time spent in renewal prep by 50% with automated evidence collection

The 12 modules (with all 144 chapters)

Module 1. Map Client Health Inputs
Identify which data points actually predict renewal risk and which are noise.
12 chapters in this module
  1. Locate contract expiration dates
  2. Extract delivery sentiment trends
  3. Flag invoice dispute patterns
  4. Track change order frequency
  5. Map stakeholder turnover
  6. Identify cross-sell stagnation
  7. Capture support ticket volume
  8. Monitor escalation recurrence
  9. Assess documentation quality
  10. Score communication latency
  11. Benchmark against peers
  12. Prioritize leading indicators
Module 2. Build the Health Score
Create a weighted, repeatable formula that turns fragmented inputs into one clear signal.
12 chapters in this module
  1. Define scoring scale
  2. Weight by renewal correlation
  3. Normalize data sources
  4. Set threshold bands
  5. Assign ownership per metric
  6. Automate data pulls
  7. Validate with historical churn
  8. Adjust for client size
  9. Incorporate qualitative inputs
  10. Lock version for consistency
  11. Document assumptions
  12. Publish score logic
Module 3. Design Stakeholder Workflow
Align internal teams on roles, triggers, and escalation paths based on health score changes.
12 chapters in this module
  1. Map decision rights
  2. Define RACI per alert type
  3. Set meeting cadence triggers
  4. Assign data stewards
  5. Clarify escalation paths
  6. Document handoff protocols
  7. Integrate legal review
  8. Link to renewal planning
  9. Train on score interpretation
  10. Embed in existing reviews
  11. Capture feedback loops
  12. Update quarterly
Module 4. Create Intervention Playbooks
Turn alerts into action with predefined responses that reduce debate and speed resolution.
12 chapters in this module
  1. List common risk patterns
  2. Match pattern to root cause
  3. Define first response owner
  4. Set response time SLA
  5. Outline evidence needed
  6. Draft client messaging
  7. Pre-approve concessions
  8. Link to contract terms
  9. Track resolution success
  10. Update playbook monthly
  11. Archive resolved cases
  12. Share anonymized learnings
Module 5. Automate Evidence Collection
Reduce manual reporting by pulling renewal-ready insights from existing systems.
12 chapters in this module
  1. Identify data silos
  2. Extract client history
  3. Pull satisfaction trends
  4. Aggregate project outcomes
  5. Compile change logs
  6. Extract support summaries
  7. Pull financial summaries
  8. Include resource notes
  9. Link to health score
  10. Generate renewal snapshot
  11. Schedule auto-refresh
  12. Secure access controls
Module 6. Standardize Renewal Reviews
Replace ad-hoc meetings with structured, evidence-based renewal prep.
12 chapters in this module
  1. Set review timeline
  2. Define attendees
  3. Send pre-read template
  4. Include health score
  5. Add risk summary
  6. List open issues
  7. Attach playbooks
  8. Request action items
  9. Assign owners
  10. Track follow-up
  11. Update client profile
  12. Close loop with team
Module 7. Implement Early Warning System
Set thresholds that trigger action before issues escalate.
12 chapters in this module
  1. Define red flags
  2. Set alert timing
  3. Choose notification method
  4. Assign triage owner
  5. Verify data freshness
  6. Test alert logic
  7. Log false positives
  8. Adjust sensitivity
  9. Document response steps
  10. Integrate with calendar
  11. Track resolution time
  12. Review alert efficacy
Module 8. Align Incentives Across Functions
Ensure delivery, account management, and legal are rewarded for client health, not just revenue.
12 chapters in this module
  1. Audit current incentives
  2. Link bonus to retention
  3. Add health score metric
  4. Adjust for risk reduction
  5. Include cross-functional goals
  6. Communicate changes
  7. Train leadership
  8. Monitor behavior shifts
  9. Adjust targets quarterly
  10. Recognize collaboration
  11. Publish results
  12. Iterate design
Module 9. Scale with Templates
Turn one client success into a repeatable pattern.
12 chapters in this module
  1. Document case study
  2. Extract key actions
  3. Generalize conditions
  4. Build template
  5. Test with peer
  6. Refine based on feedback
  7. Store in knowledge base
  8. Tag by issue type
  9. Link to playbook
  10. Update quarterly
  11. Train team
  12. Track reuse
Module 10. Audit System Performance
Measure what’s working and fix what’s not in your client health system.
12 chapters in this module
  1. Define success metrics
  2. Track renewal accuracy
  3. Measure intervention impact
  4. Survey stakeholder trust
  5. Review false alarms
  6. Assess resolution speed
  7. Compare to churn rate
  8. Interview lost clients
  9. Update model inputs
  10. Adjust weights
  11. Publish audit report
  12. Plan next cycle
Module 11. Sustain Through Leadership Rhythm
Embed client health into regular leadership reviews.
12 chapters in this module
  1. Add to agenda
  2. Report health trends
  3. Highlight wins
  4. Review escalations
  5. Discuss improvements
  6. Share client feedback
  7. Track metric changes
  8. Recognize teams
  9. Adjust priorities
  10. Link to strategy
  11. Update roadmap
  12. Close the loop
Module 12. Expand to Expansion Opportunities
Use client health insights to identify growth, not just retention.
12 chapters in this module
  1. Identify upsell signals
  2. Map capability fit
  3. Assess budget cycle
  4. Check stakeholder openness
  5. Review past expansion
  6. Flag cross-sell gaps
  7. Time outreach correctly
  8. Prepare value case
  9. Coordinate outreach
  10. Track conversion
  11. Update playbook
  12. Scale success

How this maps to your situation

  • After first renewal cycle with gaps
  • When stakeholders misalign on client risk
  • Before renewal prep begins
  • After losing a client with no warning

Before vs. after

Before
Reactive, fragmented client reviews with last-minute surprises and misaligned teams
After
Predictable renewal outcomes with early warnings, clear actions, and shared ownership

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: Approximately 3 hours per module, designed to be completed alongside regular work over 12 weeks.

If nothing changes
Continuing without a system means recurring churn surprises, wasted leadership time in crisis meetings, and erosion of trust across delivery teams.

How this compares to the alternatives

Unlike generic CRM training or leadership courses, this system delivers a field-tested, step-by-step method to detect and resolve client risk, specifically for senior client engagement leaders in professional services.

Frequently asked

Is this course technical or operational?
Operational. It’s designed for leaders who need to act, not code. Templates are Excel and Google Docs compatible.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I use this without executive buy-in?
Yes. Start with one client and expand. The system is designed for bottom-up adoption.
$199 one-time. Approximately 3 hours per module, designed to be completed alongside regular work over 12 weeks..

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

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours
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