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Track Renewal Sentiment: Gauge Renewal Risk or Confidence --- Based on How Clients Talk

TL;DR: What this template does

This template analyzes renewal-related calls to assess client tone, satisfaction, and emotional language before renewal conversations.
Upload check-ins or prep calls and get a sentiment-based risk report.

Why your CS team needs more than a yes/no from the CRM

Clients express hesitation or satisfaction long before renewal meetings.

This template gives you a quote-backed view of whether they’re leaning “in” or quietly preparing to churn.

Definition: Renewal sentiment is the emotional tone and buying language used by customers when discussing renewal, value, or ongoing fit — surfaced through mid-funnel success conversations.

How does this template work?

Step 1: Upload Renewal Prep or Check-In Calls
  • Use calls 30–90 days before renewal or contract reviews
  • Accepts audio, video, or transcript
  • Ideal with 5–15 accounts per quarter
Step 2: Analyze — Customer Success Sentiment
  • AI detects value language, hesitation, frustration, praise
  • Tags positive/neutral/negative trends by theme
  • Flags emotional indicators of churn, advocacy, or upsell
Step 3: Output — Renewal Sentiment Report
  • Sentiment score by account + supporting quotes
  • Themes: product ROI, relationship, support, feature gaps
  • Downloadable for CS, RevOps, and leadership forecast meetings

What benefits does this template provide?

BenefitDescriptionImpact
Risk ForecastingKnow who’s at risk months before churn shows upImprove renewal saves
CS Action PlanningTailor intervention based on specific feedbackIncrease renewal rates
Strategic Account ReviewGround renewals in VOC, not CRM checkboxBuild trust with stakeholders
Sentiment Over TimeDetect whether sentiment is improving or degradingTrack retention progress

How do different teams use this template?

CS Managers — Prioritize high-risk renewals early
AMs — Prep renewal narratives with real insight
RevOps — Align forecasting with sentiment, not just contract data
Founders/CXOs — Track customer health pre-renewal

Frequently Asked Questions

Can I see sentiment trends over time?
Yes — run this monthly or quarterly for trendline tracking.
Does this flag surprise churn?
It helps prevent it — we surface hesitation months before formal non-renewal.
Can this integrate into account plans?
Yes — include sentiment outputs directly in QBR or exec updates.

What Teams Are Saying

“Before Insight7, we’d walk into renewals blind. Now we know how our customer feels — and how to act early.”


— Toye Fatolu, Product Designer, Terragon Group

Want to reduce churn by acting on renewal signals early?