Contract renewal reminders: an email to the client, a task for the rep

The scenario watches contract end dates and, at 90, 60 and 30 days out, emails the client, pings the account manager and creates a follow-up task.

  • Three waves of reminders — the client will not forget to renew
  • The emails escalate in tone, from gentle to insistent
  • The rep gets a ping and a task, not just a copy of the email
  • Dates are tracked for you, with no spreadsheet review
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