Build your renewal opportunity planner.

How to build your renewal opportunity planner

1. 1

   Describe the job

   Keep renewal timing, stakeholder conversations and commercial decisions connected.

2. 2

   Review the first version

   Choose how the sales representative records the account and how the account owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your renewal opportunity planner

• Keep the account in context

  Keep account, renewal window, usage observation, stakeholder, next meeting and commercial decision together so the next person can understand the request or record.

• When the next step needs a decision

  An account has a renewal date but no confirmed buyer contact. Assign a contact check and keep the forecast provisional instead of treating the date as an agreed renewal.

• Keep commercial decision visible

  Record the next meeting without treating interest as an agreed renewal.

• Choose what each person needs

  Give the sales representative a working view and the account owner a review view. Keep account and renewal window attached to the decision as the work moves between them.