A renewal proposal should help the client decide what to continue, change or stop. It needs a clear account of the work so far and a practical plan for the next engagement.
Use the existing relationship to ask better questions, rather than sending the original proposal with a new date.
Start with what you can show
Review the original goals and the evidence available today. Separate delivered work from business outcomes, and explain where attribution or measurement is incomplete.
Delivered
List the agreed work that is complete and the work still open.
Learned
Summarise findings that affect the next plan.
Changed
Confirm new priorities, stakeholders, constraints or budgets with the client.
Propose the next scope, not a vague extension
Set out the services, deliverables and responsibilities for the next period. If the work is expanding, explain the new need and what will change in the fee or schedule.
Keep optional work separate. The client should be able to see the difference between renewing the current service and adding a new one.
Make the commercial options comparable
Use the same units and period for each option. State what is included, what the client supplies and when the next review happens.
| Option | What to explain |
|---|---|
| Continue | The service, period and fee that remain in place. |
| Adjust | The deliverables being added, removed or changed. |
| Expand | The new work, its purpose, dependencies and additional fee. |
Keep the decision with the project
Share the renewal proposal in the client room alongside the current agreement and relevant results. Use comments to resolve questions and keep the accepted revision available.
If new work changes an accepted scope, record the change clearly. Share any payment request against the accepted agreement or change order using your own payment link.