HubSpot Renewal Playbook

Never miss a renewal window again

This automation tracks renewals, creates tasks and calendar events, and sends renewal briefs to Slack so reps and CS never miss a date.

intermediate2-3 weekssales

Integrations used:

Renewals fall through the cracks

Manual reminders and spreadsheets make it easy to miss key renewal moments.

Reps forget to start renewal motions early enough

Renewal context is scattered across notes and emails

Managers lack visibility into upcoming expirations

Calendar invites and tasks are created inconsistently

Automated reminders, briefs, and tasks keep every renewal on track.

Monitor HubSpot deals

Deals near renewal dates trigger playbook workflows automatically.

Create tasks and events

Outreach tasks and Google Calendar touchpoints are scheduled with owners, due dates, and playbook links.

Post briefs to Slack

Slack sends a renewal brief with ARR, risk signals, contacts, and last touchpoints for quick action.

Track outcomes

Task completion and renewal status sync back to HubSpot and Google Sheets for reporting and forecasting.

Higher renewal rates

Structured playbooks drive proactive outreach.

15% uplift in renewals

Predictable cadence

Every renewal gets the same rigor without manual setup.

Manager visibility

Sheets and Slack summaries show status and risks at a glance.

Less admin work

Tasks, events, and briefs are created automatically for every deal.

SaaS teams with annual contracts

Schedule renewal tasks and outreach before contracts expire automatically.

Customer success teams juggling large books of business

Get renewal briefs and calendar holds without building them by hand.

Sales managers needing renewal visibility

Track renewal status and risks without spreadsheets or ad hoc check-ins.

Companies running structured expansion playbooks

Trigger upsell motions from timelines and account data on autopilot.

Book a free consultation and we'll customize this template to your specific workflow and business needs.