Skip to content
The Workflow Library
Get the full library

Renewal reminder cascade to CSM/AM (90/60/30 days before contract end)

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Company15 stepsUpdated for HubSpot seat pricing
OutcomeThe account owner gets an increasingly urgent set of reminders at 90, 60, and 30 days before a contract ends, with a manager notified if nothing has moved by the deadline.
Workflow maprenewal-expansion-002
Enroll: Contract End Date known, not yet confirmed leads to Delay until 90 days before. Delay until 90 days before leads to Task: 90-day check-in to owner. Task: 90-day check-in to owner leads to Delay until 60 days before. Delay until 60 days before leads to Renewal Confirmed?. Renewal Confirmed? leads to yes: Exit; no: Task + notify: 60-day follow-up. Task + notify: 60-day follow-up leads to Delay until 30 days before. Delay until 30 days before leads to Renewal Confirmed?. Renewal Confirmed? leads to yes: Exit; no: Urgent task + notify owner and manager. Urgent task + notify owner and manager leads to Delay until Contract End Date. Delay until Contract End Date leads to Renewal Confirmed?. Renewal Confirmed? leads to yes: Exit; no: Set Renewal At Risk = true, notify manager. yes no yes no yes no Enroll: Contract End Date known, not yet confirmed Delay until 90 days before Task: 90-day check-in to owner Delay until 60 days before Renewal Confirmed? Exit Task + notify: 60-day follow-up Delay until 30 days before Renewal Confirmed? Exit Urgent task + notify owner and manager Delay until Contract End Date Renewal Confirmed? Exit Set Renewal At Risk = true, notify manager
Enroll: Contract End Date known, not yet confirmed leads to Delay until 90 days before. Delay until 90 days before leads to Task: 90-day check-in to owner. Task: 90-day check-in to owner leads to Delay until 60 days before. Delay until 60 days before leads to Renewal Confirmed?. Renewal Confirmed? leads to yes: Exit; no: Task + notify: 60-day follow-up. Task + notify: 60-day follow-up leads to Delay until 30 days before. Delay until 30 days before leads to Renewal Confirmed?. Renewal Confirmed? leads to yes: Exit; no: Urgent task + notify owner and manager. Urgent task + notify owner and manager leads to Delay until Contract End Date. Delay until Contract End Date leads to Renewal Confirmed?. Renewal Confirmed? leads to yes: Exit; no: Set Renewal At Risk = true, notify manager. yes no yes no yes no Enroll: Contract End Date known, not yet confirmed Delay until 90 days before Task: 90-day check-in to owner Delay until 60 days before Renewal Confirmed? Exit Task + notify: 60-day follow-up Delay until 30 days before Renewal Confirmed? Exit Urgent task + notify owner and manager Delay until Contract End Date Renewal Confirmed? Exit Set Renewal At Risk = true, notify manager

When to use it, when not to

Use it

  • Use it as the reminder layer that runs alongside renewal deal creation (renewal-expansion-001), on accounts where a person, not just a deal stage, needs to act.
  • Use it when renewals slip because reminders are one-off instead of a cadence.
Read more on when to use itShow less

Skip it

  • Do not use it as a substitute for a renewal deal. This workflow only creates tasks and notifications, it does not track deal value or stage.
  • Do not use a flat 30/60/90 cadence on month-to-month contracts. Scale the offsets to the contract term (see variants).
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 15 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 5 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Renewal and expansion spec

Not the workflow you needed?

More in Renewal and expansion

50 specs in this section

See all 50 This category, 39 EUR
FreeRenewal deal auto-creation from contract end dateCompany4 steps NPS detractor auto-creates internal alert taskContact7 steps Churn risk score from usage decline and support ticket volumeCompany11 steps Upsell opportunity deal creation from product usage thresholdCompany4 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library