Expiry and renewal reminders for ongoing programs

Purpose

1.1. The automation of expiry and renewal reminders for ongoing programs is designed to streamline client engagement and prevent missed opportunities by automatedly notifying clients about upcoming program expiries and facilitating smooth renewals.
1.2. Automate the tracking of subscription lifecycles, schedule timely reminders, and trigger renewal workflows to maximize client retention in the personal development sector.
1.3. Standardize administrative backend operations by automating multi-channel communication and reducing manual oversight for life coaching programs.

Trigger Conditions

2.1. Program end date reaches a pre-defined interval (e.g., 30/14/7/1 days before expiry).
2.2. Non-renewal status detected in CRM or payment system.
2.3. Enrollment of new client triggers automated schedule setup for reminders.
2.4. Change in program status (e.g., cancellation, hold, or reschedule) initiates revised reminder automation.

Platform variants

3.1. Twilio SMS
- Feature/Setting: Automate sending SMS reminders via Messaging API; set up automated message templates and recipient schedules.
3.2. SendGrid
- Feature/Setting: Automate email reminders with the Send Email v3 API; configure automation rules and email timing.
3.3. Mailchimp
- Feature/Setting: Automated campaigns; schedule email workflows based on program end dates using Audience conditions.
3.4. HubSpot
- Feature/Setting: Automate workflow triggers on deal/program properties; send renewal reminders with Sequences automation.
3.5. Salesforce
- Feature/Setting: Workflow Builder triggers on Program__c object expiry; automate reminder emails via Process Builder.
3.6. Zoho CRM
- Feature/Setting: Blueprint automation for renewal process; create scheduled reminders based on custom fields.
3.7. Google Calendar
- Feature/Setting: Automate event creation for expiry dates; trigger notification emails using Calendar API.
3.8. Slack
- Feature/Setting: Automate direct message reminders to coaches or clients via Slack Bot API when renewal approaches.
3.9. Microsoft Outlook
- Feature/Setting: Automate scheduling of email reminders using Microsoft Graph API tied to calendar events.
3.10. ActiveCampaign
- Feature/Setting: Automate automated sequences with Triggered Emails for renewal notifications.
3.11. Pipedrive
- Feature/Setting: Automate workflow triggers when deal’s renewal fields approach preset dates using automation rules.
3.12. Trello
- Feature/Setting: Automate card due-date reminders for renewals using Butler automation rules.
3.13. Asana
- Feature/Setting: Workflow automation sends renewal reminders via task due dates and Asana API.
3.14. Airtable
- Feature/Setting: Base automation triggers email reminders using Automations and date fields.
3.15. Calendly
- Feature/Setting: Automated integration to send follow-ups for renewals post last coaching session.
3.16. Notion
- Feature/Setting: Automate reminder notifications through Notion integrations and custom API automations.
3.17. WhatsApp Business API
- Feature/Setting: Automate reminder messages with WhatsApp templates via Business Messaging API.
3.18. Intercom
- Feature/Setting: In-app message automation configured to trigger on subscription expiry events.
3.19. Stripe
- Feature/Setting: Subscription lifecycle automation; trigger email reminders on upcoming invoice or cancellation via Webhooks.
3.20. Google Sheets
- Feature/Setting: Scripted automation of reminder email generation based on expiry dates in spreadsheet rows.
3.21. Typeform
- Feature/Setting: Automate post-renewal feedback forms sent automatically after renewal event.
3.22. Freshworks CRM
- Feature/Setting: Workflow automation tracks renewal dates and triggers reminders.
3.23. Monday.com
- Feature/Setting: Automated email automation and column date reminders for expiry tracking.

Benefits

4.1. Automatedly enhances client retention rates by ensuring timely renewal notifications.
4.2. Reduces manual workload for life coaches’ backend teams by automating repetitive administrative processes.
4.3. Standardizes communication, improving reliability and professionalism through automation.
4.4. Customizable automator flows adapt to various personal development business models.
4.5. Automation minimizes revenue loss from lapsed subscriptions and increases overall operational efficiency.