Renewal Management

Overview

Value of This Blueprint

Renewals are the single biggest driver of net revenue retention. But too often, teams manage them in spreadsheets or ad hoc workflows that miss critical signals, leading to preventable churn or missed opportunities.

This Blueprint gives your team a fully structured renewal process inside Vitally. It includes all the operational elements you need to track renewal risk, prep outreach, and run consistent playbooks across every account. With this foundation in place, teams only need to make light adjustments to match their specific renewal motion.

The result is a proactive, repeatable approach to managing renewals that helps maximize retention and surface expansion.

High-Level Strategy

This Blueprint creates a Renewal Playbook in Vitally, combining automation, documentation, and views that support a complete renewal lifecycle. It allows teams to:

Automate project and task creation around key renewal dates
Equip CSMs with templates and email workflows for renewals
Track survey data and account signals across dashboards
Centralize all renewal work in a hub for visibility and scale

Every component is pre-built and ready for use, with minimal customization required.

Technical Guidance

Enable when revenue and lifecycle tracking are configured. This use case does not specialize in forecasting, but is more focused on the activity and process of managing a renewal.

Required: Connect Email
Core Needs: Accounts integrated, Revenue configured, Lifecycle Tracking & Churn Rules set
Recommended Setup: Renewal activity ownership identified
Optional: Use your own forecasting traits if available