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AZE
Use case

Automated Renewal Reminders: Replace Your Reminder Spreadsheet

Renewal reminders go out on their own before each contract, plan or membership ends, so renewals stop depending on a spreadsheet.

Area
SalesRuns on an AI System
Good for
Small businessMid-size
Example tools
GoHighLevelHubSpotActiveCampaignGmail

The Problem

  • Contracts, memberships and plans end on different dates, tracked in a spreadsheet or someone’s calendar.
  • When nobody checks it, the customer quietly lapses, and you find out after they have gone.

Imagine This

Sixty days before a client plan ends, they get a friendly note with their renewal options. Thirty days out, your account manager gets a task to call. The spreadsheet is not open anywhere.

How It Works

Example setup · AutomationWhat's the difference?

  1. TriggerA renewal date is coming up in your CRMe.g. GoHighLevel, HubSpot, Salesforce
  2. ActionThe customer gets a reminder with their optionse.g. GoHighLevel, ActiveCampaign, Gmail
  3. ActionYour team gets a task to call before it endse.g. GoHighLevel, HubSpot, Slack
  4. Back to youAnyone who has not renewed is flagged to youe.g. a task in your CRM
An example, not a package. We build it on the tools you already use, and any of these can be swapped.

What Changes

Renewal conversations start without someone keeping a separate reminder list.

The service behind this

This workflow is one part of a bigger system. When we set it up, it comes as part of:

  • Operations

    CRM Implementation Coming soon

    Build a CRM your team can actually run on.

Workflows that go with this one

See every workflow you can hand to AI