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Renewal Reminders Blueprint

Clients are reminded before contracts end, so renewals do not lapse quietly.

This ready-made workflow reminds clients 60, 30 and 7 days before their contract ends, tells the account manager if there is no reply, and sends a final notice on the expiry date. It stops as soon as the renewal is confirmed.
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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