Outcome. The deal owner gets a reminder to schedule an executive business review a set number of days before a renewal deal's close date, so the last strategic conversation before renewal does not get skipped under day-to-day pressure.
Workflow map
Enrollment, branches and actions at a glance
renewal-expansion-024
flowchart TD
A[Deal Type = Renewal, Executive Review Required, close date < 45 days] --> B[Create task: schedule EBR]
B --> C[Notify deal owner]
C --> D[Wait 30 days]
D --> E{Review completed?}
E -->|No| F[Escalate task to manager]
E -->|Yes| G[No action]
When to use it, when not to
- UseUse it on renewal deals for accounts large enough to warrant a structured executive review before the renewal decision is made.
- UseUse it as a single, well-timed reminder rather than a full cascade; pair it with renewal-expansion-002 if the account also needs the broader 90/60/30-day reminder sequence.
- SkipDo not use it on every renewal deal regardless of size. Scope it to a segment (deal amount above a threshold, or a specific account tier) so it does not become noise on small accounts with no real executive stakeholder.
- SkipDo not use it as a substitute for actually holding the review. This workflow creates a task; it does not schedule or run the meeting.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.6 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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or the renewal and expansion pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
