Boost Retention by Proactively Reaching Out Before Renewal

You want to: Prevent customers from quietly churning by contacting them with enough notice and giving them easy ways to renew or escalate.

Your AI agent can: Call customers ahead of their renewal, confirm intent, and guide them to the next step — self-serve, escalate, or cancel.

Contact Sales

Industry: Education/EdTech FinTech/FinServ Insurance Managed Services & IT SaaS / Software & Apps Telecom/Utilities

Business Goal: Revenue Recovery

Call Direction: Outbound

Agent Type: Reminder Agent

What can this AI Agent help you achieve?

Reduce involuntary churn

Notify customers before their term ends

Scale outreach without extra reps

Automate repetitive follow-ups

Improve retention visibility

Surface renewals that need intervention

Use the agent when:

A subscription or contract is 30, 15, or 7 days from renewal
There’s no automated process for customer outreach before expiry
You want to offer renewal confirmation, cancellation, or negotiation options

What you need:

Renewal window logic (e.g., 30-day reminder)
CRM status + contact info
Options or flows for escalation, cancellation, or success tracking

How to set it up:

Trigger it:

When [Renewal Date] is within [X] days
When [Renewal Status] = Not Confirmed
Optional: for [Auto-Renew = Disabled]

What it says (Sample dialogue)

“Hi [Customer First Name], this is a reminder that your [Plan Name] subscription with [Company Name] is coming up for renewal on [Renewal Date]. Would you like to confirm, make changes, or cancel?”

What it does next:

If confirmed → log renewal intent
If change requested or unsure → escalate to [CX or Retention Team]
If cancelled → tag and update system
If no response → schedule retry

Setup prompt template

Setup Prompt Template

Objective:

Remind customers about upcoming renewal for [Plan Name] expiring on [Renewal Date], and log their intent to renew, modify, or cancel.

Scope:

Do not negotiate pricing unless escalation is triggered
Do not process payments directly unless configured with links

Tone and Style:

Professional and neutral
Polite and informative — not pushy or assumptive

Key Phrases to Use:

“Your subscription is set to renew soon.”
“Would you like to confirm, make changes, or cancel?”
“If needed, I can connect you with someone who can help.”

Phrases to Avoid:

Don’t assume they’re renewing
Don’t say “your account will close” unless configured for strict offboarding

Required Actions:

Greet with [Customer First Name]
Mention [Plan Name] and [Renewal Date]
Ask if they’d like to renew, modify, or cancel
If confirmed → log + tag in CRM
If cancel or change → escalate to [Retention or CX Owner]
If no response → retry or flag for human outreach

Escalation Rules:

Confirmed = close loop
Unclear = retry or escalate
Cancel/change = alert retention or customer success team

Table of contents

Want to see more?

We’ve got you covered.

All Use Cases

Check all Use Cases

Education/EdTechFinTech/FinServInsuranceLegal ServicesLogisticsReal EstateSaaS / Software & AppsTelecom/UtilitiesOperational EfficiencyOutboundReminder Agent

"I want to automatically remind customers to complete onboarding tasks or submit missing info without relying on manual follow-up.”

Agent Goal: Improves process completion rates by reminding customers to take critical next steps.

FinTech/FinServHealthcareInsuranceLegal ServicesSaaS / Software & AppsTelecom/UtilitiesOperational EfficiencyOutboundReminder Agent

"We need to capture verbal acceptance of updated terms from every customer — without overloading our team.”

Agent Goal: Automates legal opt-in collection at scale and ensures regulatory traceability.

FinTech/FinServHealthcareHome ServicesLegal ServicesManaged Services & ITSaaS / Software & AppsTelecom/UtilitiesRevenue RecoveryOutboundReminder Agent

"I want to gently remind customers about outstanding payments so we can collect what’s owed without harming the relationship.”

Agent Goal: Recovers unpaid revenue by following up with customers on overdue invoices.