Repeat and renewal reactivation requires brokers to manually scan customer databases, compile renewal lists, and draft personalized outreach emails for each expiring lease.
Automation identifies renewal candidates automatically, generates personalized renewal proposals, and sends outreach emails on schedule. The result is faster customer contact, higher renewal win rates, and consistent professional messaging without manual effort.
The full workflow, from trigger to completion.
The automation platform checks the CRM daily for customers whose lease or finance agreement end date falls within 60 to 90 days. It identifies all eligible renewal candidates automatically.
For each renewal candidate, the automation retrieves the customer record, original lease terms, equipment details, and contact information from the CRM. It compiles this data for proposal generation.
The automation composes a personalized renewal proposal email using the customer's equipment history, updated pricing, and renewal terms. The email is tailored to the customer's profile and lease type.
The automation sends the generated renewal proposal email to the customer contact address and logs the send timestamp in the CRM.
The automation creates an activity record in the CRM documenting the renewal outreach, including the email content, send date, and a follow-up reminder for 7 days later.
The automation sends a notification to the broker summarizing the renewal outreach batch, listing customers contacted and any who have already replied, so the broker can prioritize follow-up calls.
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