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Renewal watch Local sales team · Weekly review

Sample view · Retention workflow · Sales manager's copy

Renewal watch · Run Tuesday, 2026-09-22 · For the weekly sales meeting

Five renewals need a look this week, worth $20,000 a month.

Prairie Equipment comes first: its invoice is 45 days past due, its campaign ended with nothing after it and nobody has talked to them in 56 days. Each flag below is a reason to look at an account. None of them means the account is lost.

Accounts checked10against five signals, dates counted from today
This week5$20,000 a month in the group
Past due in group$17,200two accounts
Needs you3data gaps to confirm before calls go out

01 / This week

Ranked, with the fact behind each rank.

The seller who owns each account makes the call and decides how to open it. The first question is only a suggestion.

#AccountAt stakeSignalsFirst questionSeller
1Prairie Equipment Co$10,400 past due · $5,200/moInvoice 45 days past due ($10,400). Campaign ended 2026-09-05 with nothing after it. No meaningful contact in 56 days (since 2026-07-28).What changed for you after the September campaign wrapped?Marcus L.
2Ridgeline Credit Union$3,900/moRenews 2026-10-08, 16 days out. No meaningful contact in 112 days (since 2026-06-02).What's moved up or down your priority list since we talked in June?Tasha R.
3Meadowbrook Assisted Living$1,600/moRenews 2026-10-02, 10 days out. Last meaningful contact not recorded.How is the current campaign working from your side?Tasha R.
4Valley Toyota$6,800/moInvoice 21 days past due ($6,800). Renews 2026-10-20, 28 days out.Is there anything on the invoice we should straighten out before we talk about next year?Marcus L.
5Hartley's Home & Garden$2,500/moCurrent contract renews 2026-10-04, 12 days out. Invoices current. Last contact 23 days ago (2026-08-30). A separate spring campaign is in discovery.What would you need to see from this fall to feel good about renewing?Sam W.
Close call

Ranks 2 and 3 are close. Meadowbrook renews sooner, but Ridgeline has an upcoming renewal and the longest gap since contact. Treat them as a tie.

02 / Watch

Other accounts to watch.

These aren't on this week's list, but they could be next week.

AccountValueSignalSeller
Carter & Sons Roofing$2,100/moCampaign ended 2026-08-15 with nothing after it. Renews 2026-10-25, so it may reach next week's list.Jen O.
Bluebird Bakery$450/moCampaign lapsed 74 days ago (2026-07-10). Renewal date missing.Jen O.
Lakeview Dental$800/moInvoice 14 days past due ($800). Renews 2026-11-15.Marcus L.

03 / Totals

How the totals add up.

Totals are calculated from the account data.

MeasureCalculationTotal
Monthly value, this week's group$5,200 + $3,900 + $1,600 + $6,800 + $2,500$20,000/mo
Past-due invoices, this week's group$10,400 (Prairie) + $6,800 (Valley Toyota)$17,200

04 / Data gaps

Fix these and the ranking gets better.

Missing fields can move an account up or down the list. Confirm them before anyone calls.

AccountGapEffectStatus
Meadowbrook Assisted LivingLast meaningful contact is blankTreated as unknown, which raised its rankNeeds you
Bluebird BakeryRenewal date missingUrgency can't be judgedNeeds you
All running campaignsNo end dates in the recordThe lapse signal only applies to campaigns that have endedNeeds you