Lead Management & Sales AutomationPurpose
1. Ensure contract renewals with amusement park, carnival, and venue clients are never missed.
2. Minimize lost revenue due to expired contracts by sending pre-renewal reminders.
3. Support sales teams with timely notifications for follow-ups and client communication.
4. Maintain a professional relationship by proactively reaching out before contracts expire.
5. Automate touchpoints for lead nurturing, fostering upsell and cross-sell opportunities.
Trigger Conditions
1. Upcoming contract end date reached within preset window (e.g., 60, 30, or 7 days).
2. Change of contract status in CRM to "Expiring Soon."
3. Manual flag by sales rep for custom renewal reminders.
4. Scheduled job runs at daily or weekly intervals to scan contract records.
5. Receipt of automated webhook or API event from contract management repository.
Platform Variants
1. Salesforce CRM
- Feature: Workflow Rules or Process Builder.
- Sample: Configure time-based workflow to send renewal reminder email and create a task.
2. HubSpot CRM
- Feature: Workflow Automation.
- Sample: Set if/then rules with renewal date property to queue reminders.
3. Zoho CRM
- Feature: Blueprint/Workflow Automation.
- Sample: Automate task and email creation based on renewal milestone.
4. Microsoft Dynamics 365
- Feature: Power Automate integration.
- Sample: Scheduled flow checking contract dates, triggering Teams or email message.
5. Pipedrive
- Feature: Workflow Automation.
- Sample: Configure deal stage change for expiring contracts to prompt reminders.
6. Freshsales
- Feature: Workflow Automation Rules.
- Sample: Trigger reminder emails/tasks when renewal field matches set criteria.
7. Intercom
- Feature: Custom Bots/Outbound messages.
- Sample: Send automated chat/email reminders for contract renewals.
8. Twilio SMS
- Feature: Messaging API.
- Sample: Automate outbound SMS reminders using programmable API for upcoming renewals.
9. SendGrid
- Feature: Transactional Email API.
- Sample: Schedule and send renewal notification emails via templated messages.
10. Gmail API
- Feature: Scheduled Draft Sending Script.
- Sample: Use API for automated, personalized contract renewal reminders.
11. Slack
- Feature: Incoming Webhooks/Reminders API.
- Sample: Post contract renewal reminders to sales channels.
12. Asana
- Feature: Task Automation via Rules.
- Sample: Automatically assign renewal follow-up task to team member.
13. Monday.com
- Feature: Automations with Date Columns.
- Sample: Automatically notify owner when a contract’s renewal date approaches.
14. Trello
- Feature: Butler Automation.
- Sample: Add card/checklist for renewals due in the next month.
15. ClickUp
- Feature: Automations + Recurring Reminders.
- Sample: Set custom automation for renewal alerts on contract lists.
16. Google Calendar
- Feature: API Event Injection.
- Sample: Create calendar event with reminders for contract renewals.
17. Outlook 365
- Feature: Rules + Power Automate.
- Sample: Generate automated renewal reminder emails on due date.
18. Mailchimp
- Feature: Email Automations.
- Sample: Queue automated renewal campaign to client segments.
19. Airtable
- Feature: Automations/Script Blocks.
- Sample: Run scheduled automation to detect expiring contracts and send custom notifications.
20. Smartsheet
- Feature: Automated Alerts & Actions.
- Sample: Alert stakeholders on approaching contract expiry via notification rules.
21. DocuSign
- Feature: Envelope Custom Fields + Workflow.
- Sample: Trigger reminder to sign or renew before expiration date.
22. ActiveCampaign
- Feature: Marketing Automation.
- Sample: Sequence emails escalating reminders as renewal date nears.
Benefits
1. Reduces revenue leakage and missed contracts.
2. Guarantees client retention through timely outreach.
3. Minimizes manual administrative workload.
4. Fosters professionalism by providing consistent, reliable communication.
5. Enables sales teams to prioritize and strategize on high-value renewals.