How it is used in a coaching business

Founders often ask how to offer a renewal without being pushy. The honest answer is that a renewal conversation is only awkward when the client is not sure they got value. When results have been tracked and shown to the client along the way, the renewal is a summary of what happened and a question about what is next.

  • Start the conversation at least 30 days before the term ends, not in the last week.
  • Have it run by the person who tracked the client's progress, usually the client success manager.
  • Lead with the client's own numbers: what they came in with, what they have now.
  • Offer a clear next step: continue, move up, or step down to continuity. Silence is the only bad outcome.
InputExample
Clients whose term ended this month40
Clients who renewed28
Renewal rate28 divided by 40, or 70 percent