Keep business owners alerted to upcoming client renewals

Business owners see renewals missed when coaching end dates are overlooked, risking churn. Daily checks flag clients 21 days before contract end so account managers prioritize outreach.

Overview

Missed renewals erode recurring revenue and leave renewal outreach inconsistent. This workflow runs a daily check that surfaces clients 21 days before coaching contracts end and nudges account managers to act, creating predictable renewal ownership. Customers report clearer handoffs and fewer missed follow-ups.

Notable Features

Flag clients approaching contract end
Notify account managers each morning
Create follow-up tasks in CRM