RenewalsHub Renewals Strategy Lifecycle, part of the larger RenewalsHub Renewals Transformation Framework™

Why You Need a Lifecycle, Not Just a Plan

Most companies don’t fail at renewals because they lack ideas. They fail because they lack structure, clarity and execution discipline. A great strategy is only the beginning.

The RenewalsHub Renewals Strategy Lifecycle provides a structured, step-by-step process for designing, testing and evolving your renewals strategy - built around your business’s unique goals, constraints and stage of maturity. Not sure where to begin? Start with our free, 2-minute Renewals Maturity Self-Assessment to understand your current stage and what to focus on first.

Whether you’re at the start of your transformation or optimizing at scale, this lifecycle ensures that strategy doesn’t just look good on paper or on a screen - it works in practice.

The 5 Phases of the Renewals Strategy Lifecycle

2. Strategy Design

Build a custom-fit strategy that aligns with your business.

No two organizations are the same - so your renewals strategy shouldn’t be either. Based on your maturity level, customer segmentation and growth objectives, we co-develop a strategy designed to:

• Align resources to the highest-value segments

• Define optimal renewal motions by contract type and region

• Introduce automation and self-service where appropriate

• Establish clear governance and accountability

• Support both short-term wins and long-term scale

The strategy is realistic, prioritized and designed to evolve with your business.

Output: Strategic design blueprint with core motions, segment strategy, and outcome goals

1. Discovery & Diagnosis

Understand where you are - so you can plan where to go.

Every engagement starts with a deep dive into your current renewals environment. We conduct a structured analysis across the following areas:

• Systems and tools used to manage renewals

• Workflow design and process consistency

• Ownership, roles and team structure

• Key metrics, reporting practices and visibility

• Renewal rates, churn drivers and performance gaps

We identify what’s working, where risk exists, and what barriers are standing in the way of scale.

Output: Current-state map, pain point analysis, and priority gap list

3. Execution Planning

Translate strategy into action.

This phase bridges the gap between vision and reality. We turn your strategy into a tactical execution plan that includes:

• Roadmaps and implementation timelines

• Renewal playbooks and outreach templates

• Team responsibilities, operating rhythms and handoffs

• Technology enablement plan (including automation priorities)

• KPI definitions and reporting structure

By the end of this phase, you’ll have everything needed to launch with clarity and confidence.

Output: Execution roadmap, enablement materials, team alignment plan

4. Launch & Learn

Test, measure and improve.

We launch the new strategy in a controlled environment - whether that’s a specific region, customer segment, or renewal tier. The goal is to test real-world performance and refine the model before scaling.

We work with you to:

• Train internal teams and run launch briefings

• Track adoption, speed-to-impact, and team feedback

• Monitor KPIs such as renewal rate, forecast accuracy and processing time

• Identify gaps or friction points for optimization

This creates a feedback loop that drives continuous improvement.

Output: Pilot results, learning insights, and optimization plan

5. Extend

Scale what works. Evolve what’s needed.

Once the model is proven, we help you extend it across your broader customer base - across geographies, segments and product lines. This is where renewals transformation becomes sustainable growth.

We support:

• Full-scale rollout planning

• Refinement of digital vs. human coverage models

• Operationalization across internal systems and teams

• Performance dashboards and governance for long-term accountability

You leave with a fully embedded, cross-functional renewals strategy that delivers predictable growth at scale.

Output: Scaled deployment, governance model, and long-term success metrics

Strategy That Evolves With You

Your business will change - so your renewals strategy must evolve too. That’s why the Renewals Strategy Lifecycle is built to be repeatable and iterative. As your maturity grows, we return to the discovery phase, reassess performance and refine the model to meet what’s next.

This is not a one-time deliverable. It’s a working strategy, built for real execution and continuous improvement.

For many clients, that journey starts with a quick pulse-check using our free Renewals Maturity Self-Assessment - a simple way to benchmark before diving into full strategy design.

Ready to Turn Strategy Into Execution?

Let’s talk about where you are now - and how we can co-create a renewals strategy that drives results today and scales for tomorrow.