Renewals are where an MSP can correct an old price, drop unprofitable scope and fix open issues. They are also where deals quietly lapse when no one owns them. A renewal needs an owner, facts and a check at the end.
01Six stages
- Prepare. Understand the client: contract, services, billing, margin and open issues.
- Scope. Decide which services and conditions to renew, add or remove.
- Proposal. Prepare the new commercial terms.
- Approval. Get the internal sign-off.
- Signature. Record the signed agreement.
- Effective. Check that the new terms are really applied in your systems.
02Two documents from one preparation
Keep one preparation space and produce two outputs. The Internal Review holds costs, margins, risks and private notes. The Client Proposal holds only approved information for the customer. They share source data and versions but never expose the same fields.
Clients & Renewals in Revtein
Revtein lists what expires, what needs notice and what is at risk, and guides each renewal from the readiness check to the new terms confirmed in your…
See how it works- Beacon ClinicEnds in 20 daysNotice due41%margin
- Delta LogisticsEnds in 24 daysAt risk · 2 open cases14%margin
- Granite ClinicEnds in 44 daysPreparing52%margin
- Summit ArchitectsEnds in 70 daysUpcoming47%margin
03Start early
Review renewals about 120 days out. Prioritize agreements that end within 30 days, have open cases, or have a margin below target. Settle open billing and service cases before the proposal goes out, so you are not negotiating on top of known errors.
04Do not stop at signature
A signed renewal that is never applied to the recurring billing is another leak. Verify that the new price and scope are live in the PSA. Revtein carries each renewal through Effective and checks it.
