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Renewal keeper

Renewal keeper

By Spacebring
Runs
Every morning
Category
Members

Why hire this agent

  • Renewals happen on time instead of at the last minute.
  • Fewer offices sit empty between contracts.
  • Your team hears about every expiring contract while there's still time to act.

Instruction

Add this agent to Spacebring, or copy the instruction when you create an agent yourself. Fill in anything in [brackets] and adjust it to your space.
Every morning at 9:00, find the contracts that end in exactly 30 days. Email each company contact to remind them of the end date, mention the office or plan they have now, and invite them to reply if they'd like to renew. Then open a support ticket for the location, assigned to its community manager, with the company name, the contract end date, and its monthly price, so they can follow up in person. Don't change contract dates or prices yourself.
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