Never let a renewal sneak up on you again. This automation watches contract end dates, alerts the account owner well in advance, and creates a check-in task, so every renewal gets a proactive conversation instead of a last-minute scramble or a silent churn.
What's Included
- Renewal countdown: track each contract's end date and trigger ahead of time.
- Owner alert: notify the account owner with enough runway to act.
- Check-in task: auto-create an outreach task so the conversation actually happens.
- Upsell prompt: flag accounts that are good candidates for an expansion offer.
How To Use
- Clone this automation and add your accounts and renewal dates.
- Set how far ahead reminders should fire in the Triggers.
- Configure the alert and task in the Actions step.
- Enable the toggle to start tracking renewals automatically.
Pair it with the DealFlow Sales CRM or browse more sales systems in the Community Gallery.