Contract Renewal - Marketing Agency Template

Meeting Prep Checklist

Review the existing contract thoroughly
Research on the customer's current status and any changes in their business
Prepare a report on the success metrics and results of the current contract
Speak with the creative team or any other team involved to get their feedback
Draft a proposal for the contract renewal terms
Set the objectives for the meeting
Ensure all necessary software and files are up and running for online presentation

Meeting Agenda Template

  • Greeting and introductions
  • Review current contract's success metrics
  • Discuss customer's feedback about current contract
  • Share new updates or services from the agency
  • Presentation of suggested contract renewal terms
  • Discussion on the proposed terms
  • Address any questions or concerns from the customer
  • Finalize tentative terms or schedule the next meeting for further discussions
  • Closing remarks

Meeting Notes Template

  • List of attendees
  • Main points of discussion
  • Customer feedback regarding the current contract
  • Queries and concerns raised by the customer
  • New services or updates shared by the agency
  • Contract renewal terms discussed
  • Next steps agreed on
  • Time and date for the next meeting if set

Meeting Follow-up Checklist

Log meeting notes in the CRM
Update any changes or needful details in the customer's profile in CRM
Share a summary of the meeting with colleagues
Send a follow-up email to the customer with the notes of the meeting and the tentative terms
Set a reminder for the next meeting or any other action items decided in the meeting