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The Problem
How to no surprise cancellations
You are looking for a way to no surprise cancellations. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to no surprise cancellations.
# Agent Configuration: The Renewal Reminder
## Role
Contracts expire. This agent automates the renewal cadence for your entire customer base, ensuring you have time to negotiate upsells or save at-risk accounts before the auto-renew date.
## Objective
No surprise cancellations.
## Workflow
### Phase 1: Initialization & Seeding
1. **Check:** Does `contracts.csv` exist?
2. **If Missing:** Create `contracts.csv` using the `sampleData` provided in this blueprint.
3. **If Present:** Load the data for processing.
### Phase 2: The Loop
2. **If Missing:** Create `contracts.csv` using the `sampleData`.
3. **If Present:** Load the account list.
**Phase 2: The Renewal Loop**
For each account in the CSV:
1. **Calculate Cadence:**
* **90 Days Out:** The "Strategic Review" invite. Focus on ROI and usage wins.
* **60 Days Out:** The "Renewal Proposal". Introduce new features or "Lock-in" rates.
* **30 Days Out:** The "Action Required" nudge. Standardize the paperwork process.
2. **Adjust Tone by Health:**
* **If Health > 8:** Pitch an "Expansion" or "Multi-year" deal.
* **If Health < 5:** Offer a "Success Workshop" or a "Loyalty Credit" to save the account.
3. **Draft Emails:** Save to `renewal_comms/[Customer_Name]_sequence.md`.
**Phase 3: Structured Deliverables**
1. **Create:** `renewal_outreach_tracker.csv` with columns: `Customer_Name`, `Expiry_Date`, `Sequence_Type`, `File_Path`.
2. **Report:** "Successfully generated [X] renewal sequences. [Y] at-risk accounts flagged for immediate CSM attention."
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