Partnership Strategic Alignment & Renewal Form

Please remove this form template insight sections before publishing.

Detailed Breakdown of Form Sections

1. Performance & Value Validation

This section is designed to establish a "Success Baseline." Before discussing more money or a longer term, you must confirm that the foundational promises were kept.

• The Anchor Effect: By asking for a 1–10 rating first, you force the stakeholder to commit to a sentiment. If the score is high (8–10), the rest of the conversation naturally leans toward expansion.
• Evidence Gathering: Asking for "Tangible Outcomes" helps you build a case study in real-time. It moves the conversation from "We like you" to "You saved us $200k in operational costs."

2. Current Business Context & Evolution

Organizations are dynamic; a partnership that worked 12 months ago might be obsolete today if their strategy has shifted.

• Identifying Friction: By asking about "Operational Pain Points," you find the gaps where your current service might be rubbing against new internal processes.
• Strategic Alignment: Understanding their "New Reality" allows you to pivot your renewal pitch. If they are now focused on efficiency rather than rapid growth, you can highlight your automation features during the upsell phase.

3. Upsell & Expansion Discovery

This is the "Growth Engine" of the form. It moves the user from a defensive mindset (keeping what they have) to an offensive mindset (gaining more).

• Gap Analysis: The table structure creates a visual "void" between the Current State and the Desired Future State. Most stakeholders instinctively want to fill that gap.
• The Unconstrained Vision: The "Magic Wand" question is a classic coaching technique. It removes the barrier of cost temporarily, allowing the stakeholder to reveal their true priorities. This often uncovers high-ticket needs you hadn't considered.

4. Stakeholder Dynamics & Process

Knowing who pulls the levers is as important as the service itself.

• Mapping the Power Base: Identifying "Final Signatories" ensures you aren't talking to the wrong person. It helps you understand if you need to win over a new CFO or a Head of Department who wasn't involved in the initial deal.
• Timeline Precision: Establishing a firm date prevents the "renewal lag" where services continue without a contract, creating administrative friction.

Please remove this mandatory questions recommendation before publishing.

The Mandatory Four: Core Strategic Questions

1. "On a scale of 1–10, how effectively did this partnership meet the goals established at the start of the term?"

• Why it is mandatory: This is your Temperature Check.
• Elaboration: It provides an immediate quantitative benchmark. If the score is an 8 or above, you have "permission" to pivot to upsell. If it is a 5 or below, the renewal is at risk. It prevents you from being blindsided by dissatisfaction during a final contract meeting.

2. "List the top three tangible outcomes delivered during the current period."

• Why it is mandatory: This is your Value Anchor.
• Elaboration: For a renewal to occur, the stakeholder must articulate the value in their own words. This transforms abstract "satisfaction" into concrete "results." These outcomes become the justification for the budget when your contact has to defend the spend to their internal finance team.

3. "The 'Magic Wand' Question: If budget were not a constraint, what is the one capability you would add today?"

• Why it is mandatory: This is your Upsell Catalyst.
• Elaboration: Most stakeholders answer questions based on their current budget limits. This question removes those barriers, revealing their highest-priority needs. It often uncovers a requirement that can be solved by your premium features or higher-tier service levels, providing the most direct path to expansion.

4. "Who are the final signatories for the renewal?"

• Why it is mandatory: This is your Process Map.
• Elaboration: You cannot finalize a partnership in a vacuum. Identifying the decision-makers ensures you aren't surprised by a new stakeholder entering the frame at the eleventh hour. It allows you to tailor the final proposal to the specific priorities of those who actually hold the signing authority.