Workflow Templates: Client Contract Renewal checklist

Template Library Home

Start using this Workflow

Client Contract Renewal checklist

Contract Review

Identify the current contract expiration date

Review the terms and conditions of the existing contract

Evaluate the performance and service delivery against the contract

Client Communication

Schedule a meeting with the client to discuss renewal

Prepare a summary of services provided and successes achieved

Discuss any changes the client would like in the new contract

Financial Assessment

Analyze the profitability of the current contract

Adjust pricing based on market conditions and service costs

Prepare a new proposal including any changes in fees or services

Contract Update

Draft the new contract incorporating any agreed-upon changes

Have the legal team review the updated contract for compliance

Finalize the contract for client review and acceptance

Internal Approval

Obtain necessary internal approvals for the new contract terms

Ensure that all stakeholder departments are informed of the renewal

Update internal systems with the new contract details

Client Acceptance

Present the new contract to the client for approval

Address any concerns or final negotiations

Secure the client's signature on the new contract

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.