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Renewal Reminders Blueprint

Auto-remind clients before contract renewal. Escalate to account manager if no response.

AUTOMATION FLOW

How the blueprint works

Trigger
Contract renewal approaching
Step 1
60 days before: First renewal notice to client
Step 2
30 days before: Follow-up with pricing + upgrade options
Step 3
7 days before: Urgent reminder to client + account manager
Step 4
On expiry: Final notice + escalate to management
Step 5
Stop chain when renewal confirmed

Expected Result

Renewals get chased before they lapse — no silent churn.

OTHER BLUEPRINTS
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