Did you know you can send renewal reminders automatically?
Automate your renewals to protect your recurring revenue
Managing recurring subscriptions and contracts requires constant follow up to ensure steady revenue. Relying on spreadsheets or personal memory often leads to missed renewal dates and lost clients. HighLevel allows you to automate renewal reminders effortlessly using workflows so you never miss an opportunity to retain a customer.
How automated renewal reminders protect your revenue
Automating your follow up sequence ensures that both your clients and team stay on top of upcoming expiration dates. With automated renewal reminders, your business maintains high retention rates while saving valuable time.
Here are a few benefits of implementing this workflow:
✔️ Eliminates manual tracking of contract end dates
✔️ Improves client retention with timely expiration alerts
✔️ Keeps your internal team notified to ensure prompt follow up
✔️ Protects recurring revenue without extra administrative effort
Setting up renewal reminders in workflows
Building an automated reminder system inside HighLevel takes only a few quick steps.
1️⃣ Navigate to Settings and create a custom date field named Renewal Date.
2️⃣ Open Automations, create a new workflow from scratch and add the Custom Date Reminder trigger.
3️⃣ Select your custom field and set the filter for your desired timeframe, such as 3 days before.
4️⃣ Add a Send SMS action to deliver a personalized notification directly to the contact.
5️⃣ Add an internal notification or task action to alert your team member to follow up.
6️⃣ Switch the workflow to Published and click Save.
Take full control of your client renewals today
Automating your renewal process takes the stress out of contract management while keeping your revenue predictable and secure. By combining personalized client messages with timely internal notifications, you ensure every account gets the attention it needs to renew smoothly. Setting up this quick workflow today gives your team a seamless retention strategy that works automatically in the background.
Login or start a free trial today!
Relevant Help Articles:
