Get Ahead of Renewals

Get Ahead of Renewals

Automatically add contacts to a sequence 90 days before their contract renewal date to lay some groundwork and set up that upsell.

Don’t wait until the last second to check in with customers who have an upcoming renewal.

Hit them up 90 days out to chat about their priorities, goals, and any new challenges. This will allow you to segue right into upgrades that can help provide them with solutions. Win-win.

Actions this workflow can automate:
  • Add contacts to an existing sequence
  • Add the accounts to a list
  • Create a contact or account task

Workflows & Automations

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