Smarter Week

How to automate it

How to automate “keep track of renewals and contract end dates”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

20 min
typically, once a week
60%
of the time can be automated
Easy
to set up

Fix 1 of 1

Automation

Have the CRM create renewal tasks months ahead

A workflow creates a task and reminder 120, 90 and 30 days before each contract ends, so renewals stop living in your head or a spreadsheet.

Typically saves about 60% of the time1 h to set up
  1. 1Make sure every closed deal has a contract end date field filled in.
  2. 2Build a workflow in HubSpot, Salesforce Flow, Pipedrive automations or Zoho to create tasks at set days before that date.
  3. 3Optionally create the renewal deal automatically at 120 days.
  4. 4Retire the renewals spreadsheet.

Tools: HubSpot workflows · Salesforce Flow · Pipedrive automations · Zoho CRM workflows

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Account Manager

HourLeak · the 8-minute work audit

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Other common tasks for Account Managers