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Customer success

Contract renewal

How one team described it:
“Three months before a contract ends, we ping the account manager in Slack. They check product usage in Mixpanel and tickets in Intercom, prepare an offer and get any discount approved by their lead.”
  • Slack
  • Mixpanel
  • Intercom
  • HubSpot
  • Google Docs
  • DocuSign
5 run on their own3 stay with people

Typically saves 2–4 h per renewal

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Customer successContract renewal
Process description
Trigger
90 days before the contract ends in HubSpot
Outcome
No contract expires quietly and churn risk shows up in time.
Tools
SlackMixpanelIntercomHubSpotGoogle DocsDocuSign
Steps
  1. 1
    Notify the account managerAccount manager, tool Slack
    Can be automated
  2. 2
    Product usage overviewAccount manager, tool Mixpanel
    Can be automated
  3. 3
    Summary of client ticketsAccount manager, tool Intercom
    Can be automated
  4. 4
    Assess churn riskAccount manager, tool HubSpot
    Stays with a person
  5. 5
    Prepare the renewal offerAccount manager, tool Google Docs
    Can be automated
  6. 6
    Approve the discountHead of sales, tool Slack
    Stays with a person
  7. 7
    Sign the renewalClient, tool DocuSign
    Stays with a person
  8. 8
    Update contract and billingBilling, tool HubSpot
    Can be automated

Want this process in your company?

Make this process yours

Orbox starts from this example and asks how your team does it.

No developer? Work with an Orbox Partner

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