Templates
Template: a renewal check in email
A renewal conversation that starts months before the contract ends is a review of goals, not a negotiation. Send a short note on what the customer achieved, invite them to a review call, and summarise what was agreed. Below are those three messages.
Published by Sellinger AI. Numbers and settings checked on 24 October 2026 against the fact register. Report an error.
The text
Subject: Your year with [product] Hi [first name], Your renewal is on [date], so I wanted to start early. Over the year your team [real result from their account]. What should we focus on next year? [Name]
Hi [first name], would a 30 minute review in the next few weeks help? We would look at what worked, what did not, and what you need for next year.
Thanks for the review, [first name]. Agreed: [points]. Next step: [step] by [date]. I will send the renewal details by [date].
Why each line is there
| Line | Why it is there |
|---|---|
| Start early | Gives time to fix problems before the date. |
| A real result | Reminds them of the value, with their own data. |
| Ask about next year | Shifts the talk to goals. |
| A written summary | Avoids surprises at renewal. |
What it measured
No data yet. Sellinger has not measured results for this exact text, so this page makes no claim about replies, meetings or revenue. Measured campaigns are in the case studies.
The customer success goal templates include a goal that opens the renewal conversation 90 days before contract end.
When not to use it
- When there is an unresolved problem; fix it first.
- With price changes in the first note.
How to use it in Sellinger
Use the renewal window goal with the Customer Success & Upsell rule pack, which flags renewal and cancellation mentions for a person. Leave it to the agent, which writes each message from the lead's own data and your persona, or paste this text into a step in Flow-Maker in the campaign's configuration drawer. The step's instruction box personalises a pasted message with the lead's data, so read the first sends before you widen the campaign.
Common questions
How early should a renewal conversation start?
What should a renewal email include?
Should the agent negotiate the renewal?
Sources and method
Wording is ours. Goal text from the in-product goal template catalog, read 24 October 2026.
Related: Templates hub, Goal templates: customer success, Renewal and churn outreach, Churn rate.
