Cancellation runbook · 2026

How to Cancel Clari (60-90 Day MSA Notice & Auto-Renewal Escape)

Clari sells on enterprise MSAs — annual or multi-year, $60K-$200K+, with auto-renewal and a 60-90 day non-renewal notice clause buried in the Master Subscription Agreement. Multi-year commits make the renewal clock especially tricky to read. This is the operator runbook: pull the true renewal date from the MSA, calendar the deadline backwards, send written notice through three channels, and survive the CRO-routed retention escalation.

The 60-second summary

Step 1 — Pull your Clari MSA and locate the renewal + notice clause

Clari sells on enterprise MSAs — typically 12 or 36 months with auto-renewal and a 60-90 day non-renewal notice window. The clause lives in the signed Master Subscription Agreement, not the order form. Pull the MSA from your contracts repository (or request from your CSM and from billing@clari.com). The Term and Termination section is where the notice days and the exact renewal date are defined. Multi-year contracts are common; check whether you are inside a 36-month commit before assuming you can leave at the end of the current 12-month period.

Operator tip: Multi-year Clari deals are routine. If your MSA shows a 36-month term with annual billing, the renewal clock is the 36-month anniversary — not the 12-month invoice date. Get this in writing from billing@clari.com before calendaring the deadline.

Step 2 — Calendar the deadline backwards from the true renewal date

If your MSA requires 90-day notice and your true renewal date is October 1, your deadline to send written non-renewal notice is July 3. Build in a 14-day buffer for internal sign-offs (legal, procurement, CFO). Block-calendar the real send date — typically June 19 — and CC your CFO and General Counsel.

Operator tip: Forecasting tools like Clari are politically sensitive — your CRO often will not want to give them up. Loop your CRO in early so non-renewal does not become a last-minute internal political blocker that pushes you past the notice window.

Step 3 — Submit written non-renewal notice — copy this template

Send the same notice through three channels simultaneously: (a) email to billing@clari.com and accounts-receivable@clari.com, (b) email to your AE and CSM with your CFO and CRO copied, (c) certified mail to Clari HQ at 1154 Sonora Court, Sunnyvale, CA 94086. The certified mail receipt is your hard legal proof.

Subject: Notice of Non-Renewal — [Your Company Name] — Clari MSA [Contract Number]

To Whom It May Concern,

This email serves as formal written notice that [Your Company Name] will not be renewing its Clari subscription at the conclusion of the current contract term ending [Renewal Date].

Account details:
- Company name: [Your Company Name]
- Account email / admin login: [Admin Email]
- MSA / contract number: [Contract Number]
- Order form ID(s): [Order Form Numbers]
- Current renewal date: [YYYY-MM-DD]

Per Section [X] of our Master Subscription Agreement, please confirm receipt of this non-renewal notice and acknowledge that the account, including all add-ons (e.g., Clari Copilot / formerly Wingman, Clari Groove, Clari Align, Clari Deal Hub), will not auto-renew. Provide written acknowledgment within 5 business days.

Thank you,
[Your Name]
[Your Title]
[Your Company]

Operator tip: List every Clari product line by name. Clari Copilot (formerly Wingman, the conversation intelligence layer), Clari Groove (sequencing), Clari Align (mutual action plans), and Clari Deal Hub may have separate SKUs and renewal mechanics. A single notice that does not enumerate add-ons risks leaving you on the hook for tens of thousands of "uncovered" spend.

Step 4 — Demand written acknowledgment within 5 business days

Within 5 business days you should have a written acknowledgment from billing@clari.com or your CSM. If silence: (a) reply-all asking for confirmation, (b) escalate to your CSM's manager and the VP of Customer Success, (c) loop your CFO and General Counsel. The certified mail tracking number is your backstop.

Operator tip: Save every send-receipt, certified mail tracking, and acknowledgment email in a folder labeled "Clari non-renewal — [Year]". Forecasting tool disputes become very expensive very fast — you want this evidence accessible in 30 seconds.

What if you missed the 60-90 day window?

Inside an enterprise MSA, leverage shifts but does not vanish. Goal becomes damage control: minimize the cost of the locked-in year and prevent another auto-renewal trap. Pick the move that fits your situation:

How Clari will respond — the retention playbook

Clari retention is well-resourced and routes through your CRO directly. The playbook to expect, ranked by what is real leverage vs. what is noise:

After cancellation is confirmed — the runway

Where most teams go after Clari

Replacement choice depends on which Clari use case is doing the most work for you. Most exits land in one of three buckets:

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Related runbooks

FAQ

Generally no — Clari MSAs are structured as fixed annual or multi-year terms. The narrow exceptions: documented sustained material breach of the forecasting accuracy SLA, proven misrepresentation at signing, or a successful chargeback through your AP team. The realistic path is preventing auto-renewal via 60-90 day written notice and negotiating mid-term seat or add-on reductions.

Clari annual contracts typically run $40K-$200K+ depending on tier, seat count, and add-ons (Clari Copilot / Wingman, Clari Groove, Clari Align, Deal Hub). Mid-market deployments commonly land $60K-$120K. Enterprise multi-year commits with full Revenue Platform stack can run $250K-$500K+/yr. Pricing is opaque — your renewal quote is rarely the floor.

Sometimes — but only as part of a broader restructure. If Clari missed an SLA (forecasting accuracy, uptime, integration failures) or failed to provide the renewal heads-up email per the MSA, you have leverage. Pull your support ticket history before the renewal call.

Depends on the use case. For forecasting + pipeline visibility: HubSpot Sales Hub Enterprise includes forecasting (free with the Sales Hub seat — material savings if you already pay HubSpot). For revenue dashboards: Databox connects 100+ data sources (HubSpot, Salesforce, Stripe, GA4) into unified KPI dashboards in days, not sprints. For revenue intelligence + call recording: Gong is the major direct alternative. For deal inspection: BoostUp or InsightSquared.

1-3 weeks for full export depending on volume. Forecast snapshots, historical pipeline data, custom reports, and call recordings (if Copilot is in use) export via the admin panel. Some historical AI-derived intelligence (sentiment scoring, deal health signals) is partially exportable. Plan a 30-day overlap with the replacement tool to re-create critical forecasts and dashboards.

Yes — the Clari connector stops syncing on cutoff date. Existing forecast fields and pipeline snapshots stay (it is your CRM data), but no new forecast roll-ups happen. Plan replacement forecasting (HubSpot Sales Hub native, Salesforce Forecasting native, or BoostUp / Gong) live 7-14 days before Clari cuts off so the next forecast cycle does not break.

Each add-on may have separate contract terms inside the same Clari MSA. Clari Copilot was Wingman before the acquisition and may have its own renewal calendar. Clari Groove is the sequencing tool from the Groove acquisition. Clari Align is mutual action plans. The non-renewal notice should explicitly enumerate every product line — do not assume one notice covers everything.

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