Renewals & Expansion Pipeline Template
Lock renewals and expansions in one view
Transform scattered renewal trackers into one Instaboard canvas built for CS and revenue leaders. Duplicate the Renewal Brief card to log every account inside Renewal Radar (120 Days), then tag it with At risk, Growth play, or Multi-year target so the team filters fast. Attach health reviews, QBR decks, and ROI models directly to cards as you move them into Health & Value Review and Expansion Mapping. With Exec Brief, Risk Escalation, and template cards for every call, nothing slips during handshakes, legal, or handoff.
- See every renewal due within 120 days on one canvas
- Duplicate Renewal Brief and Exec Brief cards so every account follows the same checklist
- Attach success plans, QBR decks, and order forms to the exact stage
- Tag cards with At risk, Growth play, or Legal review to run focused standups
- Move cards left to right until Win + Handoff locks in expansion revenue
Kick off inside Renewal Radar
Duplicate Renewal Brief, drop it in Renewal Radar (120 Days), and fill Account, ARR at stake, and Renewal target. Assign the internal owner, add a due date for the first executive touch, and tag it with At risk, Growth play, or Multi-year target. Attach intake call notes so anyone scanning the column sees the latest context.
Audit health and document risks
Move the card into Health & Value Review after your first sync. Attach the latest success plan file, note usage trends, and log risk triggers inside a Risk Escalation card. Use due dates for adoption fixes and @ mention teammates who own trainings. Label the card Executive sponsor needed if a champion just left so leadership sees it instantly.
Pro tip: Add screenshots or scorecards as attachments so every health conversation starts with context.
Design expansion plays with proof
Slide strong accounts into Expansion Mapping when you see usage signals. Duplicate Expansion Play, describe the cross-sell or upsell, and attach ROI calcs or reference quotes. Tag the card Growth play or Reference ready so revenue leaders can filter for pipeline adds. Set due dates for proof points you need before the executive review.
Align executives before negotiations
Drop the card into Executive Alignment and duplicate Executive Brief. Capture the decision maker, agenda, and objections while attaching the refreshed QBR deck. Assign owners to each follow-up and add checklist tasks so nothing slips. Run a dry run directly in the board before moving the card to Commercials & Paperwork.
Lock terms and hand off
In Commercials & Paperwork, attach redlines or order forms and keep Legal review tags applied until contracts clear. Once signed, drag the card into Win + Handoff, duplicate Expansion Play (to capture next phase) and Renewal Brief (for the next cycle), then @ mention CS with the signed order form and kickoff notes so adoption work starts immediately.
What’s inside
Start-Here toolkit
Four micro-templates — Renewal Brief, Expansion Play, Risk Escalation, and Executive Brief — keep every conversation structured and easy to duplicate.
Six-stage renewal flow
Renewal Radar through Win + Handoff mirrors the real customer lifecycle so you can see pileups in health reviews, expansion ideation, or legal.
Filter-friendly labels
At risk, Growth play, Reference ready, Executive sponsor needed, Legal review, and Multi-year target tags make reviews fast.
Demo-ready cards
Example accounts show due dates, owners, ROI attachments, and legal files so your team knows what good looks like.
Hero assets exported
scaffold.base64, filled.base64, hero.webp, hero.png, and og.jpg ship with the template so the landing page and board stay in sync.
Why this works
- Keeps renewals, upsells, and risks aligned in one 120-day view
- Shows exactly who owns each executive touch, QBR, and legal step
- Captures proof of value and references next to every expansion idea
- Locks in handoffs with attached order forms and success plans
FAQ
How far ahead should I add accounts to this board?
Use Renewal Radar for anything inside a 120-day window so the team can stage QBRs, exec meetings, and commercial approvals early.
Can I manage expansions that don't align with the renewal date?
Yes. Keep the main card in the current stage and duplicate an Expansion Play card that tracks the off-cycle motion. Attach proof, tag it Growth play, and set due dates so it stays visible.
Where do I store legal and finance approvals?
Attach redlines, approval emails, or DocuSign packets directly to the card in Commercials & Paperwork so everything is on the board when leadership reviews deals.
How do I show executive coverage gaps?
Apply the Executive sponsor needed label whenever you lose a champion, then filter the board by that label during weekly reviews to prioritize outreach.