Renewal management involves confirming contract terms, checking payment status, judging churn risk, and coordinating reminders before a customer's contract lapses.
The automated version scores renewal risk from payment and usage data, drafts and sends reminders, and tracks replies until every account is resolved.
The full workflow, from trigger to completion.
Automation fires when a contract's renewal date enters the 60-day window on its deal record.
Pulls current payment status and recent usage figures to feed the risk assessment.
Evaluates payment history, usage trends, and contract terms to assign a renewal risk score and writes it back.
For accounts flagged as at-risk, an account manager reviews the file and writes a tailored outreach message before it sends.
Sends the standard or personalized renewal reminder to the customer's primary contact.
Posts a alert to the account manager listing accounts that have not replied within the set window.
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