Renewals don’t renew themselves. But when done right, they feel like a natural continuation — not a commercial landmine.
We analyzed CS-driven retention workflows and sales-led renewals to surface the highest-performing follow-up templates. These are built to secure the renewal early, with clarity, timing, and trust.
When to use: 30 days before renewal
Subject: 30 days out
Hi {{first_name}},
Just a quick heads-up — your current plan is set to renew on {{renewal_date}}.
Let me know if you’d like to review usage or explore any updates ahead of time.
{{your_name}}
Why it works: Proactive, respectful, no pressure — just smart communication.
When to use: 2–3 weeks before renewal
Subject: Renewal + quick usage recap
Hi {{first_name}},
Ahead of renewal on {{renewal_date}}, wanted to share a quick snapshot:
- {{X}} contacts added
- {{Y}} sequences sent
- {{Z}} meetings booked
Let me know if you want to adjust scope, or we’re good to auto-renew.
{{your_name}}
Why it works: Data-backed justification for renewal. Makes the decision easy.
When to use: Renewal coming up, unsure about account engagement
Subject: Checking in on {{account_name}}
Hi {{first_name}},
With your renewal coming up, wanted to check in — how's {{initiative}} progressing?
Happy to schedule a 15-min health check to make sure you're getting full value.
{{your_name}}
Why it works: Shows investment in their outcome, not just the contract.
When to use: Strategic accounts, leadership involved in renewal
Subject: Renewal discussion
Hi {{first_name}},
As you're coming up for renewal, happy to loop in {{exec_name}} from our team if you'd like to discuss roadmap, pricing, or expansion.
Let me know what works best.
{{your_name}}
Why it works: Elevates the touch, shows partnership-level service.
When to use: 5–7 days before renewal
Subject: Plan renews next week
Hi {{first_name}},
Just a reminder — your plan renews on {{renewal_date}}.
Let me know if we should update anything, or if you’re good to roll forward as-is.
{{your_name}}
Why it works: Light pressure, easy out, clear timeline.
When to use: Missed renewal date
Subject: Plan expired — want to re-activate?
Hi {{first_name}},
Your Apollo plan expired on {{renewal_date}} — totally fine if timing didn’t line up.
Want me to re-activate it while we sort out next steps?
{{your_name}}
Why it works: Saves the deal post-expiry. No pressure. Reopens the door.
These templates aren’t just about chasing contracts — they’re about reinforcing value, timing, and trust. Done right, renewals feel like an upgrade, not a decision.
Want to automate your renewal workflows?
Start free with Apollo or plug these into your CS sequences.
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