The renewal email kit (4 emails)

Four short emails that cover a renewal from three months out. Edit them into your own voice before you send; the placeholders are in {curly brackets}.

1. 90 days out: value recap

Hi {name}, your renewal is coming up in {month}. Before then, I'd love 20 minutes to look back at what you set out to achieve with us, what's working, and what isn't. Does {day} work?

2. 60 days out: plan ahead

Hi {name}, following our review, here's what we agreed to focus on before renewal: {1 to 2 items}. I'll check in on {date}.

3. 30 days out: logistics

Hi {name}, your renewal date is {date}. Nothing changes on your side unless you'd like it to. Is there anything you'd want different for next year?

4. Quiet account: no reply

Hi {name}, things have been quieter on your side lately. Has anything changed? Happy to help however is useful, even if that's simplifying your setup.

Tips for using them

• Send number 1 from a real person's address, not a no-reply.
• If you get a reply to the first email, skip to a call rather than sending number 2.
• Number 4 is for any account that goes quiet, not only ones near renewal. Quiet is a signal.