Worksheet

Client renewal register template

A sheet listing each licence, subscription, warranty or AMC on its own row, with client, site, item, end date, quote date, owner and status. Sort it by quote date each Monday. Rows with a passed quote date and no status are the week’s calls.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How an IT Services Firm Can Set Up a Licence and Warranty Renewal Process”, www.gullysystem.com/blog/how-to-set-up-a-licence-and-warranty-renewal-process-for-an-it-firm