The Renewal Readiness Guide

Co-created by Envisor Consulting and BomData, this 10-page guide helps commercial landscapers protect margins, build trust, and win renewals with confidence.

BomData Renewal Readiness Guide

Why this guide matters

Renewal season isn’t just about price increases — it’s about aligning client expectations with operational reality. This playbook walks Account Managers through a structured renewal process that blends data and strategy, including:

Envisor BomData

Evaluate Fit vs. Pressure

See which clients are worth keeping, protecting, testing, or pruning — using a simple grid to balance relationship value with financial performance.

Time Renewals to Budget Season

Present renewal data in Q4 while clients are setting budgets. Being proactive positions you as a strategic partner, not a price increase.

Make Margins Defendable

Use metrics like labor efficiency, wage trends, and gross margin to back up every renewal conversation with facts, not feelings.

Turn Data into Action

Leverage tools that surface inefficiencies and trends weekly so your team can make adjustments before renewal season hits.

Make Renewal Season Your Advantage

Download the Renewal Readiness Guide and give your team a proven framework to protect margins, build trust, and renew with confidence.

Want help applying this to your team? Reach out, we'd love to chat.

Ken Thomas, Envisor Consulting
kenthomas@envisorco.com | envisorco.com

Melissa Webb, BomData
melissa@bomdata.io | bomdata.io