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Renewal Management Workflow

Proactive renewal management with renewal forecasting, negotiation playbooks, and expansion opportunities

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: renewals retention expansion upsell customer-success

Workflow Diagram​

Steps​

Step 1: Renewal forecasting​

Agent: /forecast

renewals - Predict renewal likelihood based on health scores

Step 2: QBR scheduling​

Agent: renewal

specialist - Book quarterly business review 90 days out

Step 3: Value demonstration​

Agent: renewal

specialist - Present ROI, usage stats, success metrics

Step 4: Expansion identification​

Agent: /identify

expansion - Find upsell/cross-sell opportunities

Step 5: Proposal generation​

Agent: /generate

proposal - Create renewal quote with expansion options

Step 6: Negotiation​

Agent: negotiation

agent - Handle pricing, terms, commitment discussions

Step 7: Contract execution​

Agent: renewal

specialist - Route for signature and process renewal

Usage​

To execute this workflow:

/workflow business/sales/renewal-management-workflow.workflow

See other workflows in this category for related automation patterns.