Prepare Renewal Outreach Ai Agent Workflow Blueprint

Expansion Stage Upsell/Cross-sell Agent
Proactively prepare for contract renewals by compiling usage data, generating value summaries, and automating personalized renewal outreach.

Who this Ai Workfow Is For

Go-To-Market Pros

You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.

Ai Builders

You want inspiration for real-world ways to help people as you're building your Ai product.

Pros Focused on the Expansion Stage

You're focused on the Expansion stage in your daily job and want to find ways for Ai to help you do more with less.

How this Ai Workflow Helps

This workflow is designed for customer success and account management teams who want to maximize renewal rates and capture expansion opportunities during the renewal process. By automating the preparation of renewal documentation and outreach, teams can ensure consistent, data-driven renewal conversations while saving significant time.

The process begins by triggering the workflow at a predetermined time before each customer's contract expiration (typically 60-90 days prior). The system then gathers comprehensive historical data about the customer's product usage, success metrics, feature adoption, support interactions, and ROI statistics throughout the current contract term. AI analyzes this data to generate a personalized renewal summary that highlights the value delivered and makes a compelling case for renewal.

Finally, the workflow facilitates delivering this value summary along with renewal details to the customer via their account or customer success manager, ensuring a seamless renewal experience. This systematic approach significantly increases renewal rates by clearly demonstrating the value received while creating natural opportunities for upsell or cross-sell conversations during the renewal process.

Ai Workflow Example as Inspiration for More

Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?

Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.

And test it! Learn what works and what doesn't.

Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.

1. Trigger: Contract Renewal Timeline
Trigger. Initiate the renewal preparation workflow at a set time (e.g., 60-90 days) before the contract renewal date.
2. Gather Historical Data
Tool Call. Gather key usage and success data from the past term (logins, feature adoption, support tickets, ROI metrics).
Data
Data Aggregation Salesforce HubSpot Google Analytics
3. Draft Renewal Summary
LLM Call. Use GPT-4 to draft a personalized summary highlighting the value delivered over the past term.
Document
LLM OpenAI Anthropic Google Gemini
4. Dispatch Renewal Outreach
Tool Call. Combine the summary with renewal offer details and send the outreach email from the account manager or CSM.
Email
Email Automation SendGrid Mailchimp Outreach.io

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