Skip to main content

Renewal Processing

Manage subscription renewals including automatic renewals and renewal campaigns

Complexity: Simple | Duration: 5-15m | Category: Operations/Process

Tags: renewals billing retention automation mrr

Workflow Diagram​

Steps​

Step 1: Renewal queue​

Agent: billing

specialist - Identify subscriptions approaching renewal

Step 2: Pre​

Agent: renewal notice

customer-success - Send renewal reminder 30 days prior

Step 3: Payment verification​

Agent: billing

specialist - Verify payment method valid

Step 4: Automatic renewal​

Agent: billing

specialist - Process renewal charge

Step 6: Renewal confirmation​

Agent: customer

success - Send renewal confirmation and invoice

Step 7: Term extension​

Agent: billing

specialist - Extend subscription term

Step 8: Reporting​

Agent: accountant

Track renewal rate and MRR

Usage​

To execute this workflow:

/workflow operations/process/renewal-processing.workflow

See other workflows in this category for related automation patterns.