Money Move 5 of 9
Review renewals, freezes, and expiring agreements
Look ahead for membership changes that require a conversation, a documented decision, or a service recovery.
The outcome
Upcoming account changes are handled before they become surprises for the school or family.
Evidence to review
- Agreements or memberships approaching their configured end or review date
- Freezes with a scheduled return date
- Pending cancellation, downgrade, or plan-change requests
Run the move
- 1Verify the contract, policy, and account record before contacting anyone.
- 2Discuss training goals and current fit rather than assuming a renewal.
- 3Document any agreed change and who approved it.
- 4Schedule a return-to-training check-in for frozen members.
Monthly scorecard
- Upcoming changes reviewed
- Decisions documented before the effective date
- Freeze returns completed
What should and should not be automated
Software can identify dates and pending requests. It should not renew, cancel, or change financial terms without authorized action and an audit trail.