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Health, Metrics, Renewals & Expansion1 / 3

1 min lesson

The renewal motion

Tell someone how to act on this idea. "The renewal is decided long before the contract date."

Step 1 of 3

The renewal is decided long before the contract date. If you start building the case the month it's due, you're not running a renewal, you're hoping for one.

Begin the narrative months early. The renewal case is an evidence file you assemble over a quarter. By the time you sit down with the economic buyer, the proof of realized value should already be obvious to both of you.

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Full explanation

The Renewal Motion, Start to Close

THE RENEWAL MOTION, START TO CLOSE

Interactive diagram. Step through it with the Next and Previous controls below, or Tab to a region to read its detail.

diagram: flow

A quarter-long evidence build. The commercial alignment is the gate before the customer sees a number.

Then hunt the risks before they hunt you. The pain that justified the purchase may have a new owner or a new name by now, and each common churn driver has a distinct counter-move. Naming it early is what gives you time to act.

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Advanced table

Reference table

Risk
Budget pressure
Tell
New CFO mandate, hiring freeze, cost review
Counter-move
Tie spend to outcomes they already track; right-size seats to real activation
Risk
Champion change
Tell
Your main contact reorgs or leaves
Counter-move
Multi-thread early; re-onboard the successor well before renewal
Risk
Competing tool
Tell
A bake-off or a free pilot of a rival appears
Counter-move
Lead with depth of adoption and switching cost; bring power-user advocates
Risk
Stalled team
Tell
A pocket of low activation drags the account
Counter-move
Targeted enablement on that team well before the renewal window opens

Log each risk in the evidence file with an owner, so its counter-move is already running by the exec review.

Watch out

Surprising the customer with a renewal number, or surprising your own AE with one, is how a healthy account turns into a fire drill. Coordinate timing and commercials with Sales early so the customer experiences one unified account team.

Say it like this

"When we started, you told us the goal was cutting how long new hires take to ship their first PR. Here's where that stands in your own onboarding data: time-to-first-PR is down for your last two hiring cohorts, and weekly-active use is holding on every team we rolled out to. Before we talk about the renewal, I want to check that's still the goal you're measuring us against."

Interview move

Asked to "walk me through how you'd run a renewal," anchor on the timeline: start 90 to 120 days out, re-confirm goals in the customer's language, assemble the realized-value evidence, name and neutralize each risk and bring a forward plan co-owned with the AE. Then tie it to a metric: "the renewal case is really just proof that adoption converted into the outcomes they bought."

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Optional practice

Test yourself on The renewal motion

QWhen should the renewal motion really begin and what should you be doing in that window?