Subscription Renewal Workflow
Manage subscription renewals from notification to completion.
About this template
A comprehensive renewal workflow that starts 90 days before renewal, checks account health, and routes customers through appropriate paths based on their status.
This template helps customer success teams maximize renewal rates and identify at-risk accounts early.
Highlights
- Health score-based routing
- Early at-risk intervention
- Quote and negotiation handling
- Churn prevention steps
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