Renewals Pipeline: Don't let the contract expire

For subscription businesses (SaaS) or recurring services, renewal is the moment of truth. Jestor Kanban organizes the renewal flow, ensuring the CS team contacts the client before the contract expires, avoiding involuntary Churn.

The renewal timer

If you only remember the client on the expiration day, it's too late. Create a Renewals Kanban:

  • 90 days: Strategic contact (Review).
  • 60 days: Send renewal proposal.
  • 30 days: Final negotiation.
  • Closed: Renewed.

Revenue Predictability

By visualizing renewals on the Kanban, you can forecast how much money will come in (or go out) next month, essential for cash flow.

Frequently Asked Questions (FAQ)

Does Kanban warn of expiration? Yes. Configure automations to automatically create the card in the "To Renew" column 90 days before the contract end date.

Can I see the value at risk? Yes. The top of the Kanban column sums the total value of contracts currently in negotiation.

Does it integrate with email? Yes. You can send the renewal email directly from within the card in Jestor.

Conclusion

With Jestor Kanban, you ensure client retention with a proactive process.

Manage your renewals:https://jestor.com/kanban-pipe/

Read more