Renewal playbook

Last edited by Priya Raman · 2 Sep 2026, 09:14

Every renewal follows this sequence. It exists so that a renewal can keep moving even when the account owner is away.

When to reach out

Counted back from the contract end date. Ivy posts each step to the renewal group.

1. 90 daysConfirm the account owner and current plan.
2. 60 daysPull usage, support history, and open requests.
3. 30 daysDraft the renewal summary and call agenda.
4. 14 daysSend the quote after sign-off.

What to check before you quote

• Current seats and the last twelve months of usage
• Open support issues and promised follow-ups
• Pricing band and any previous discount
• Payment terms and outstanding invoices

Who signs off on a discount