Free Sales Client Renewal Report Template

I. Introduction

In this report, we will delve into a comprehensive overview of the upcoming contract renewal for our client. This report aims to provide insights into the client's profile, past interactions, contract review, performance analysis, proposed renewal strategy, communication history, and the ongoing negotiation process. We aim to illustrate the value delivered during the current contract term and lay the groundwork for a compelling case for renewal. 

II. Renewal Overview

The following tables showcase the details of the key details of the client:

Client Name:
​​Renewal Date:	[Month Day, Year]
Current Contract:	Annual Service Agreement

Client Profiling

Company Profile
​​Industry:	Technology
Number of Employees:
Location:

Past Interactions
​​Last Year's Performance Meeting:
Key Points from Previous Discussions:

III. Contract Review

A. Existing Contract Terms

1. Service Agreement Start Date: [Month Day, Year]

2. Services Included: Digital Marketing, SEO, and Content Creation

3. Contract Duration: One Year

IV. Performance Analysis

A. Key Metrics

1. Website Traffic Increased by [00]% YoY

2. Lead Generation Improved by [00]%

3. Content Engagement Up by [00]%

B. Achievements

1. Successfully executed three marketing campaigns, resulting in increased brand visibility.

2. Introduced weekly blog posts, driving organic traffic growth.

V. Renewal Strategy

A. Proposed Renewal Strategy

1. Suggest a contract extension with a [00]% discount for early renewal.

2. Expand services to include social media management for a more comprehensive online presence.

3. Emphasize the client's increased online engagement and growth in leads.

VI. Communication History

A. Recent Communications

1. Email dated [Month Day, Year], discussing contract renewal possibilities.

2. Phone call on [Month Day, Year], to address client queries and confirm renewal interest.

VII. Negotiation and Offers

A. Negotiation Process

1. Presented proposed renewal terms, emphasizing added value.

2. Discussed the 10% early renewal discount.

3. Client expressed interest and requested a final written proposal.

VIII. Renewal Status

Current Status: Pending

Awaiting client's decision after the proposal submission on [Month Day, Year].

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