Contract Renewal & At-Risk Retention Offer System
A done-for-you telecom automation built for the Renewals Specialist, connecting Twilio, Mailchimp, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Sixty days before a customer's contract term ends, this automation automatically flags the account and pulls the last six months of usage and payment history to score the account's renewal risk.
Accounts with declining usage, a recent support escalation, or a late payment in the last 90 days are marked at-risk and automatically triggered into a personalized retention offer sequence, a discounted upgrade or a loyalty credit delivered by text and email.
Accounts that show stable usage and clean payment history are routed into a simpler auto-renewal confirmation instead, so the retention budget isn't spent on customers who were never going to leave.
The renewals specialist works from a prioritized list of the 60-day window rather than discovering a churn risk the week the contract already lapsed, and every offer's redemption is tracked automatically back to the account.
- CRM or BSS platform (e.g., Salesforce or Amdocs)
- Zapier or Make.com
- Twilio (retention offer SMS)
- Mailchimp or ActiveCampaign (offer sequence)
- Google Sheets or BI tool (renewal risk dashboard)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, this falls entirely on a renewals specialist, who has to track every step by hand across emails, spreadsheets, and sticky notes.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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