Renewal Radar
Renewals decided at the last minute are decided on price.
Renewal Radar lines up every contract ending in the next year with what your PSA already says about that client: whether service has slipped, and whether they pay for the time they take. You see what to do months before the conversation, not the week of it.
One clear move for every renewal
Each recommendation follows from signals you can see and check, never a black-box score.
Save first
Service or the relationship has changed. Fix it well before anyone talks about renewing.
Reprice at renewal
A steady client that takes far more time than they pay for, with the monthly price that would match your typical rate.
Fix, then reprice
Both at once: sort the service problem first, then bring the numbers to the table.
Renew early, look to expand
Healthy and profitable. Lock it in early and look for more you can do for them.
What you see at the top
The annual value renewing in the next 90 days, how much of it sits with clients showing warning signs, and how much more you would earn by bringing thin-margin renewals up to your typical rate. Three numbers an owner can act on this week.
Where the numbers come from
End dates and values come from the contracts in HaloPSA or ConnectWise Manage. Warning signs are the open signals on Revenue at Risk, and margin comes from Client Margin. Where margin cannot be measured, it is left out rather than guessed.
Before each renewal, send the client's decision-maker a Value Receipt so they know exactly what they are renewing.