WORKBOOKRENEWAL OPS WORKBOOK
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Renewal PlannerA1:L18, frozen at E2
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Renewal Plan
Account
CSM
Segment
Renewal Date
Current ARR
Target ARR
Uplift %
Confidence
Category
Open Tickets
Sponsor
Notes
VonRueden, Kuhlman and Hegmann
Neal Prohaska
Growth
2026-07-04
$909,214
$913,906
0.5%
Commit
Renew
6
wilmer.hermann2@gmail.com
Commercial path is healthy but services scope still needs approval.
Steuber Group
Wendell Wolff
Mid-Market
2026-06-08
$180,061
$253,809
41.0%
Best Case
Renew
7
emmalee.price@hotmail.com
Commercial path is healthy but services scope still needs approval.
Terry LLC
Marianna Fritsch
Enterprise
2026-06-26
$487,163
$554,292
13.8%
Commit
At Risk
10
sanford.watsica43@hotmail.com
Sponsor transition increases uncertainty despite solid usage.
Block-Treutel - D'Amore
Korey Von
Growth
2026-03-07
$1,291,366
$1,382,992
7.1%
Risk
Expand
3
daphney_leffler@gmail.com
Sponsor transition increases uncertainty despite solid usage.
Gutmann, Kunze and Parisian
Mr. Hermann Mayert
Enterprise
2026-08-18
$994,587
$908,011
-8.7%
Best Case
Expand
4
cornell_emmerich74@hotmail.com
Sponsor transition increases uncertainty despite solid usage.
Thompson Inc
Americo Beier
Mid-Market
2026-04-07
$568,463
$660,566
16.2%
Risk
At Risk
9
michele.wehner@gmail.com
Sponsor transition increases uncertainty despite solid usage.
Dickinson - Nicolas
Miss Sincere Waters IV
Mid-Market
2026-07-23
$746,128
$848,349
13.7%
Risk
Renew
1
hailey5@yahoo.com
Sponsor transition increases uncertainty despite solid usage.
Grimes-Raynor Inc
Manuela Hegmann
Enterprise
2026-03-12
$314,182
$397,547
26.5%
Commit
At Risk
0
cody.miller@yahoo.com
Expansion depends on rollout adoption staying on track.
Paucek, Hagenes and Lesch
Elyssa Reinger
Mid-Market
2026-04-09
$427,352
$344,031
-19.5%
Best Case
At Risk
0
amelia22@yahoo.com
Sponsor transition increases uncertainty despite solid usage.
Yost Inc
Regan Dietrich
Enterprise
2026-07-24
$666,438
$620,563
-6.9%
Risk
Renew
12
ramon73@hotmail.com
Sponsor transition increases uncertainty despite solid usage.
Goyette, Gusikowski and Von
Scottie Lueilwitz
Enterprise
2026-04-20
$347,392
$482,532
38.9%
Commit
At Risk
2
miranda_rempel16@hotmail.com
Commercial path is healthy but services scope still needs approval.
Tillman, Lind-Gulgowski and O'Reilly
Rex Dooley
Growth
2026-05-24
$966,474
$979,180
1.3%
Best Case
Expand
0
adelbert.labadie@yahoo.com
Sponsor transition increases uncertainty despite solid usage.
Osinski and Sons
Alvin Harvey
Enterprise
2026-07-23
$1,280,722
$1,229,785
-4.0%
Best Case
Renew
4
princess.crist50@yahoo.com
Ticket volume is elevated and needs operational follow-up before the renewal call.
Tromp - Hudson
Brittany Kub
Growth
2026-04-12
$301,906
$272,410
-9.8%
Risk
Renew
0
alessia_wiegand25@hotmail.com
Sponsor transition increases uncertainty despite solid usage.
Current ARR total
$9,481,448
Target ARR total
$9,847,973
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