Contract Renewal Pipeline & Upgrade Campaign System
A done-for-you telecom automation built for the B2B Account Manager, connecting Twilio, Mailchimp, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Six months before a business customer's contract expires, the account manager receives a renewal preparation alert with the account's current services, usage data, and any upsell opportunities identified from the account's growth pattern.
The customer receives a proactive "we're already preparing your renewal" email from their account manager that opens the conversation on the telecom's terms rather than waiting for the customer to shop the competition.
Accounts that grow beyond their current bandwidth tier trigger an automatic upgrade conversation prompt, because a customer who has outgrown their plan is a retention risk that looks like a satisfied customer until their renewal comes up.
- CRM (e.g., Salesforce or Microsoft Dynamics)
- Zapier or Make.com
- Mailchimp or ActiveCampaign (renewal sequence)
- Twilio (account manager SMS outreach prompt)
- Google Sheets (renewal pipeline and upsell tracker)
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
Done by hand, this depends entirely on a b2b account manager remembering to check in, update records, and follow up, with no safety net if something slips. It rarely feels urgent in the moment, but it adds up fast.
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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