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NT-110 / Decision pack

Renewal opportunity tracker

Track the renewal question without assuming a sale.

Track the renewal question without assuming a sale. Connect existing arrangement, customer need to confirm, authorised next step with responsibility and evidence. An action closes only when all task fields, owner and target date are entered, its state is Complete and an evidence reference is recorded.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which renewal opportunity still needs a verified scope or customer decision?

Sales teams reviewing existing-customer renewal conversations.

From input to next step.

  1. 01

    Set the boundary

    Use actual arrangements and verified renewal information. Keep open opportunities separate from booked revenue.

  2. 02

    Work through the record

    Record the customer need and the permitted next contact. Use actual terms for notice and renewal processes.

  3. 03

    Confirm the next step

    Link the response or decision evidence. Closing a follow-up does not itself mean renewal was accepted.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Reference
RO-01
Existing arrangement
Service term A
Customer need to confirm
Current scope still needed?
Authorised next step
Arrange review
Owner
Coordinator
Target date
2026-11-12
State
Complete
Evidence reference
Example record 1
Open action
0

Before you use the result.

  • No automatic renewal is assumed.
  • Do not calculate legal notice rights.
  • Respect communication preferences.

A renewal-conversation tracker, distinct from contract administration or revenue recognition.

A few useful answers.

All questions →
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What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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