The Contract Retention

One missed inspection, one unanswered complaint, and the renewal goes out to tender without anyone telling you. The Contract Retention is the account management system that keeps every contract, puts through the annual price increase and makes the renewal conversation happen ninety days early instead of never.

Built for commercial service contractors whose revenue depends on a handful of accounts renewing, and who want retention to be a process instead of a hope.

WHAT'S INSIDE

Chapter 1. Why Contracts Are Lost
The five reasons commercial contracts go out to tender, and the early warning signs that appear 6 months before, so you can act in time.

Chapter 2. The Inspection System
The site inspection schedule, the scoring sheet and the one-page report the client actually reads, so quality is visible before the client has to complain.

Chapter 3. The Complaint Protocol
The 24-hour response protocol that turns a complaint into trust: acknowledgement, root cause, fix, follow-up and the note to the decision-maker.

Chapter 4. The Quarterly Review
How to run a 30-minute quarterly business review with the client: KPIs, issues, improvements, upcoming needs. The meeting that makes you a partner instead of a supplier.

Chapter 5. The Supervisor Layer
How to make supervisors and team leads the owners of each account, with the checklists and accountability that stop quality from dropping when you are not on site.

Chapter 6. The 90-Day Renewal Conversation
The renewal timeline: when to start, what to present, how to pre-empt the tender and how to get the renewal signed before procurement gets involved.

Chapter 7. The Price Increase
How to put through a 4 to 8 percent annual increase with a justification the client accepts, and what to do when they push back.

Chapter 8. Saving a Contract at Risk
The recovery plan for an account that is already unhappy: the honest meeting, the 30-day improvement plan and the follow-up that wins the renewal back.

Includes 17 ready-to-use templates: the inspection schedule, the inspection scoring sheet, the client report, the complaint log and response scripts, the quarterly review deck, the supervisor account checklist, the renewal timeline, the renewal proposal, 2 price increase letters, the push-back script and the 30-day recovery plan. Plus 9 AI prompts to write client reports and renewal proposals.

WHO IT IS FOR

Owners and operations managers of commercial cleaning, grounds, pest control, window and facility service companies with 5 to 80 recurring contracts, who want renewal rates above 90 percent and price increases that stick. Especially for businesses where three or four clients are most of the revenue.

Not for one-off job businesses without recurring contracts.

FORMAT

Digital download, PDF, 118 pages. Instant access after checkout, plus a separate templates folder. Compatible with any device. Yours forever, no subscription.