Agreement Renewals

21 downloads

Before we generate that file, please let us know more about you.

Sorry, but you can only download 5 Excel files per day.
Please come back tomorrow to download 5 more.

Get template

Workflow for renewal of SOW and Agrement with a team involved that records time against client work.

Work type: Admin

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

	Prep Work
	Review current agreement and scope of work
	Review time reports from team time entries to run internal KPIs
	Pull clients YTD P&L to review client KPIs against internal time KPIs
	Talk with the team member who manages the account about current scope to identify areas of improvement
	Prepare updated Scope of Work and Agreement
	Send email to client to request a review meeting

	Client Meeting
	Ask to record the meeting
	Negotiate any changes or updates to the agreement
	Send email with Agreement to Client for signature (add link in client tasks to be sent to client)

	Client Tasks Client Tasks
	Please review and sign the agreed upon renewal engagement

	Team Meeting
	Team meeting to share changes on scope of work