Workflow · Sales and CRM
Renewal outreach
Renewal notices drafted ahead of each contract end, designed with a person approving what goes out.
- Risk
- R2 Acts after approval
- Needs
- Contract end dates
- A person
- is designed to decide at step 3
On request, as of 4 Nov 2026.
How it works
- List contracts ending in the next 60 days.
- Draft a renewal note for each.
- A person approves the notes.
- Send them.
- Log replies in the CRM.
Needs from you: Contract end dates; Client details.
What it needs connected: CRM export file; Email.
Where a person is designed to decide: A person approves the notes.
These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.