Customer Retention Check-In Form

Customer Retention Check-In Form — Form Fields

This sales template includes 10 fields. Proactively check in with customers approaching renewal to identify risks and expansion opportunities. Free to customize and use on ZenBuild.

• Customer Name (text, required)
• Account Name (text, required)
• Email Address (email, required)
• Account Manager (text, required)
• Renewal Period (dropdown selection, required) — options: 30 Days, 60 Days, 90 Days, 180 Days
• Overall Satisfaction (1–5) (rating, required)
• Likelihood to Renew (multiple choice, required) — options: Definitely, Probably, Uncertain, Unlikely
• Top Concerns Before Renewal (long text, optional)
• Interest in Expanding Usage? (multiple choice, required) — options: Yes – Add Users, Yes – Upgrade Plan, No, Maybe Later
• Notes for Account Team (long text, optional)