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Kick Off a 90-Day Renewal Playbook Before Annual Contracts End

Secure renewals early — 90 days before an annual contract ends, launch a structured renewal playbook with tasks, check-ins and value recaps.

difficulty Intermediatesetup 40 minresult Renewals are worked methodically from 90 days out, lifting renewal rates and reducing last-minute churn.—
—
  1. 1

    Find Renewals 90 Days Out

    Add a Schedule Trigger and Stripe node listing annual contracts ending in ~90 days.

  2. 2

    Launch the Playbook

    Add a HubSpot node creating the renewal tasks (value recap, check-in, proposal) with due dates.

  3. 3

    Assign and Remind

    Add Slack nodes assigning steps to the account owner and nudging as each is due.

  4. 4

    Track to Close

    Add a step advancing the renewal stage until it's signed.

  5. 5

    Activate and Test

    Activate the workflow and set a test renewal 90 days out. Confirm the playbook launches.

Frequently asked questions

Why start so early?

Early engagement surfaces risks and expansion opportunities while there's time to act on them.

Can I flag at-risk renewals?

Combine with usage and support signals so shaky accounts get extra attention sooner.

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