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Quarterly business review deck and doc
Design a QBR with slide outline, mirrored Word doc, renewal flag, and 24-hour follow-up email.
Contract renewal reminder
Draft a renewal reminder that frames the renewal as an easy yes, with price-change and no-change versions.
Build your licence and compliance register
One tidy register of every licence, insurance, registration and renewal date your agency depends on - with reminder messages drafted for the dates that matter.
Quarterly retainer review agent
A 5-output quarterly review pack: recap doc, outcome scorecard, renewal proposal, the email, and the call talking points - including the response to "we need to think about it."
Lease renewal negotiation agent
Walks through a lease renewal with rent review, drafts the owner brief, the tenant offer, and the negotiation fallback.
Workflow: customer renewal campaign
Runs the renewal campaign for a cohort of customers approaching contract end.
Annual engagement letter renewal agent
A renewal pack: summary email, updated engagement letter, objection notes, the graceful "they are leaving" reply, and the CRM record - so renewal does not become a renegotiation.
Write a renewal pitch
Drafts a renewal pitch that reinforces value, surfaces expansion, and reduces churn risk.
12-month lease renewal nudge
Friendly email 8-10 weeks before a lease ends asking if the tenant wants to renew, plus the new terms if any.
Write a sales QBR template
Drafts a customer-facing quarterly business review template that drives renewal and expansion.
Write a renewal email for annual subscribers
Drafts a renewal nudge email that reduces churn at the annual mark.
Workflow: customer renewal scoring + intervention
Scores upcoming renewals + triggers tailored interventions to maximise retention.