Customer & Retention Quick win

Renewals stop slipping. Drafts appear before you remember they were due.

Renewal slippage is the easiest revenue you'll never recover. The contract lapses, the customer goes month-to-month, then drifts. Catching it 60 days out — with a proposal ready — keeps the relationship locked.

Book a 30-min call See all tools Recovers ~8% revenue
The problem

What this actually solves.

Most teams don't track renewal dates well. The first reminder is usually a customer asking 'wait, was I supposed to renew last month?' By then the conversation is awkward, leverage is gone, and they're shopping. A surprising amount of churn is just calendar drift.

The solution

How we fix it.

We pull renewal dates from your contracts and CRM. 60 / 30 / 7 days out, you get a structured nudge with a draft renewal proposal pre-loaded — pricing tiers, term options, recent value delivered, expansion suggestions. You review, send, the renewal goes through clean. No scramble, no pricing pressure.

Who it's for

Built for people like this.

How it works

Four steps, nothing complicated.

i

Connect

Renewal dates pulled from your CRM or contracts system. Quick setup, usually a few days.

ii

Watch

Every contract gets a 60/30/7-day reminder cadence with a draft proposal pre-loaded.

iii

Draft

AI builds a renewal proposal: tiers, terms, recent value delivered, optional expansion suggestions.

iv

Send

You review, tweak if needed, send. Customer sees a thoughtful renewal, not a panicked email.

Outcomes

What you can actually expect.

+8% revenue
recovered from prevented slippage
Cleaner
renewal conversations, less price pressure
Higher
renewal rate vs prior year
Pricing

Straight pricing. No surprises.

Quick win

Renewal Reminder

From $2,000

Build time: 1 week (quick win) · Includes audit, build, training, 30 days of post-launch support

Start with a 30-min call
Related tools

Often built alongside.

Want this built for you?

Thirty minutes. No commitment. We'll know within twenty whether it's the right fit for your business — and we'll tell you, either way.

Book the call