Templates and frameworks, ready to use.
Each tool is paired with the piece that explains the thinking behind it. Take the framework, take the file, run it through your own portfolio.
The Renewal Forecast Spreadsheet
The full four-tier scoring model. Plug in your accounts, score them on the four dimensions, get a probability-weighted portfolio forecast with a defensible confidence interval. Includes the worked 12-account example so you can see it running before you fill in your own data.
Paired with: The Renewal Forecast →
- · Account scoring sheet with all four rubrics inline
- · Probability mapping table (configurable)
- · Portfolio forecast formula with confidence interval
- · Worked example sheet (12 accounts, $4.2M ARR)
- · Refresh checklist for monthly forecast updates
The Multithreading Map Template
The four-role framework as a fillable template. One page per account. Map your top 10 accounts in an afternoon and find out exactly how many roles are unfilled across your portfolio.
Paired with: The Multithreading Map →
- · Per-account page: Economic Buyer, Champion, Daily User, Executive Sponsor
- · Tenure risk and disposition fields for each role
- · Last meaningful contact field with date prompt
- · Closing motion guidance for each role type
- · Portfolio rollup view: roles unfilled across all accounts
The Health Score Design Kit
Four-input health score model with rubrics, scoring guidance, and a validation worksheet for running the model against your last 12 months of churn outcomes. Configuration notes for Gainsight, Totango, and ChurnZero.
Paired with: Health Scores That Predict Anything →
- · Four-input rubric (adoption depth, outcome evidence, stakeholder strength, sentiment events)
- · Composite-to-action decision rule reference
- · Validation worksheet: retroactive scoring against churned accounts
- · Platform configuration notes for Gainsight / Totango / ChurnZero
- · Tuning log for ongoing model adjustments
In the queue
- · The CFO-Grade QBR — slide skeleton with comments
- · The Capacity Math — ARR-weighted capacity calculator
- · The Save Play — 30-day intervention template for distressed accounts
New tools paired with each new framework piece. Subscribe to The NRR Playbook to get them the day they ship.