How to automate customer renewals in HubSpot

Customer renewals refer to extending existing contracts or subscriptions. Leveraging How to automate customer renewals in HubSpot helps you streamline the process, maintain consistent revenue, and create possibilities for upsells. By relying on maximizing customer retention with an automated renewal process and exploring transforming your renewal process with automation, you reduce manual errors while automating tasks related to renewals. In this blog, we will discuss:

• Renewal pipeline setup in HubSpot
• Best upsell strategies using HubSpot
• HubSpot proactive outreach campaigns
• Best email sequences for customer retention

Let’s dive into each topic and see how “How to automate customer renewals in HubSpot” can improve your retention strategy.

1. Renewal Pipeline Setup in HubSpot

A renewal pipeline setup in HubSpot is a dedicated sales pipeline for tracking contract renewals or subscription extensions. It provides a clear view of upcoming renewals and centralizes crucial deal data, helping you optimize retention rates. For a detailed overview, check out this dedicated renewal pipeline tutorial.

To get started:

• Create or customize a deal pipeline specifically for renewals.
• Define stages based on time until renewal (e.g., 6 months out, 3 months out, 1 month out, closed-won).
• Automate the creation of new renewal deals when original contracts close.
• Track key properties like plan details, customer usage, ARR, and health scores.
• Adjust stages or triggers to reflect annual vs. monthly plans for accurate management.

Furthermore, consider using conditional logic to handle different renewal types. A step-by-step guide to automating your renewal pipeline in HubSpot can help you integrate notifications and tasks for proactive follow-ups, ensuring no renewal slips through the cracks.

2. Best Upsell Strategies Using HubSpot

When discussing best upsell strategies using HubSpot, the goal is to offer customers additional products, upgrades, or premium features to enhance their experience and boost revenue. Upselling seamlessly aligns with How to automate customer renewals in HubSpot, since the renewal stage is a prime moment to introduce new opportunities to existing customers.

Top strategies include:

• Personalized recommendations: Tailor offers based on usage data and customer preferences.
• Tiered pricing models: Present higher-value plans as an upgrade during renewals.
• Time-limited offers: Provide special deals or discounts that create urgency.

Organizations that deploy automated workflows close to contract expiry often see an increase in upgraded plans. By using targeted upsell emails, you can highlight the added value of each plan upgrade, driving higher conversions.

3. Automating Customer Renewals in HubSpot

The cornerstone of How to automate customer renewals in HubSpot is building workflows that manage renewal tasks and communications without manual effort. As illustrated in transforming your renewal process with automation and the guide for automating your renewal pipeline, proactive processes boost renewal rates and reduce churn.

Here’s how to do it:

• Create deal-based or company-based workflows that track the “Next Renewal Date”.
• Configure notifications to alert account managers or CSMs when renewals approach.
• Trigger renewal reminder emails to billing contacts using prebuilt HubSpot templates.
• Assign tasks to review account performance, ensuring proactive service before closing the renewal.
• Automatically move deals through renewal stages based on contract expiration or customer response (detailed tutorial).

4. HubSpot Proactive Outreach Campaigns

Launching HubSpot proactive outreach campaigns means you reach out to customers before they contact you, securing an earlier touchpoint. According to this workflow integration approach, segmentation is key.

• Segment customers by renewal dates, plan types, or health scores.
• Personalize outreach using tokens for names, product interest, or usage data.
• Schedule messages starting around 90 days before contract expiration to keep customers informed.
• Use workflows and list segmentation to deliver consistent, scalable communication.

5. Best Email Sequences for Customer Retention

Developing the best email sequences for customer retention helps nurture long-term relationships. Integrating automated messages also complements How to automate customer renewals in HubSpot by adding timely touchpoints throughout the customer lifecycle.

Consider these core email types:

• Welcome: Upon renewal, thank customers and outline next steps.
• Post-renewal follow-up: Gather feedback or share relevant onboarding content.
• Engagement: Provide product updates, tips, and exclusive material to maintain interest.

Automated sequences allow you to personalize each touchpoint and include clear calls to action, whether it’s scheduling a demo or upgrading to a higher-tier plan. You can also use the HubSpot workflow engine to trigger emails based on deal stage or renewal status.

6. Integrating Automation for Seamless Renewals and Upselling

Once your renewal pipeline setup in HubSpot is ready, combine renewal workflows and upsell triggers for a unified approach. By flagging accounts that enter a specific renewal stage, you can deploy best upsell strategies using HubSpot at precisely the right time.

Build workflows that:

• Identify customers who qualify for more advanced tiers or services.
• Send renewal notifications alongside targeted upsell offers.
• Track responses and conversions to refine future outreach efforts.

According to automation best practices, continuous monitoring and adjustments to your workflows increase efficiency and deliver better customer experiences.

7. Measuring Success and Refining Your Strategy

To ensure your renewal process performs effectively, focus on metrics such as renewal rates, churn rates, average upsell value, and email open/click rates. Use How to automate customer renewals in HubSpot data to track your renewal pipeline setup in HubSpot performance.

• Monitor renewal rates: Identify patterns in segments or specific pipeline stages.
• Analyze churn: Look for areas where customers are dropping off and adjust outreach or offers.
• Check upsell success: Measure average additional revenue from upsells during renewals.
• Review email metrics: Optimize subject lines, CTAs, and content to improve engagement.

With robust analytics and insights, you can refine strategies, eliminate bottlenecks, and make data-driven improvements. Meanwhile, automating your renewal process allows you to stay proactive and agile when it comes to customer retention.

Conclusion

Implementing How to automate customer renewals in HubSpot benefits your RevOps strategy by streamlining the renewal pipeline, reducing churn, and opening doors to additional revenue through best upsell strategies using HubSpot. From a well-designed renewal pipeline setup in HubSpot to strategic HubSpot proactive outreach campaigns and best email sequences for customer retention, every step ensures a seamless renewal process.

By following these approaches and continually refining your methods through analytics, you can deliver personalized, timely, and relevant experiences that foster loyalty and long-term growth. Explore more on maximizing customer retention and utilize this complete guide to build a robust renewal workflow that suits your business goals. Start now and transform your customer renewals into a scalable revenue engine.