How to design renewal processes

Make renewing frictionless and proactive so customers don't have to think about it whilst you spot risks early enough to address them.

Introduction

Renewals shouldn't be surprises. Customers who forget renewal dates or face unexpected price changes churn. Strong renewal processes start 90 days before expiration confirming value delivered, discussing any concerns, and making the renewal decision obvious. For subscription businesses, auto-renewal with advance notice works best. For contract businesses, proactive outreach 60-90 days early allows time to address objections. This chapter shows you how to design renewal processes that make staying easy, communicate value before the renewal conversation, and handle objections that might block renewal.

Start renewal conversations 60-90 days before expiration

HubSpot

HubSpot

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From

45

per month

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Customer.io

Customer.io

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100

per month

Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.

Figma

Figma

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15

per month

Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.

Confirm value delivered and wins achieved clearly

Handle objections and concerns proactively beforehand

Make the renewal decision frictionless with clear steps

Conclusion

Related tools

HubSpot

Rating

Rating

Rating

Rating

Rating

From

45

per month

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Customer.io

Rating

Rating

Rating

Rating

Rating

From

100

per month

Customer.io

Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.

Figma

Rating

Rating

Rating

Rating

Rating

From

15

per month

Figma

Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.

Related wiki articles

Renewal rate

Calculate what percentage of customers renew subscriptions to measure product-market fit and customer success effectiveness at delivering ongoing value.

Customer success

Proactively help customers achieve desired outcomes to drive retention and expansion by ensuring they extract maximum value from your solution.

Pricing strategy

Determine how to charge for products and communicate value to maximise willingness to pay whilst remaining competitive and supporting desired positioning.

Health score

Combine usage, engagement, and satisfaction signals into one metric that predicts churn risk so customer success teams prioritise accounts needing intervention.

Churn rate

Measure the percentage of customers who stop paying to identify retention problems and calculate the true cost of growth in subscription businesses.

Further reading

Retention strategy

Retention strategy

Make renewing frictionless and proactive so customers don't have to think about it whilst you spot risks early enough to address them.