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Renewal Management

Reduce Lost Revenue From Forgotten Renewals

We create automated reminders and follow-up processes around subscriptions, contracts and recurring services. Customers and internal teams are notified before renewal dates arrive.

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The bottleneck

Useful customer messages get missed or sent late because reminders and follow-ups are handled one at a time.

How we put it to work

  1. Define the job. For Renewal Management, agree what “reduce lost revenue from forgotten renewals” means in your business and who owns the outcome.
  2. Prepare the inputs. Agree on message triggers, customer segments, consent and the events that should stop a sequence.
  3. Build the delivery. Send relevant messages through the agreed channel and write replies and delivery outcomes back to the customer record.
  4. Test the exceptions. Test opt-outs, duplicate messages, failed delivery and escalation to a person.
  5. Launch and measure. Record a baseline, launch with a limited scope and compare the same measures over an agreed period before expanding.

Measure the impact

Start with your current performance and compare the same measures after launch:

  • Reply and conversion rates by sequence
  • Manual messaging minutes per customer
  • Delivery failures, unsubscribes and duplicate sends

Results depend on your starting point, volume and setup; these are measures to track, rather than promised results.

Make renewal management work for your business

Tell us what you use today and where work gets stuck. We’ll scope the right first step with you.

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