Clock
- Horizon (days) and who is notified:
- On track / at risk / save (one line each):
Packet
- Their units and dates:
- Price-change rule (early / none / exception):
- What marketing is not allowed to send:
- Where a no is recorded:
Briefs and cards
Renewal card
B2B Playbook working file. Read renewal marketing first.
Value packet before the commercial path. Delete teaching notes.
Copyright © 2026 Ivan Xu. Private operating copy permitted. See LICENSE.