Renewal playbook

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Use the renewal playbook to define the account renewal processes in your organization. This playbook is used to drive contract renewals and improve customer retention.

    The renewal playbook consists of the following stages:
    • Initiate
    • Assess Opportunity
    • Communicate
    • Track Opportunity
    • Review & Close

    For instructions on how to create the renewal playbook, see Create a renewal playbook.