Renewal & customer-success check-ins

No renewal sneaks up and no account goes quiet unnoticed: the agent watches the calendar and the signals, and puts a considered check-in in front of you to send.

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The brief

Written like you’d brief a person.

This is the whole setup - a procedure in plain language, with tools and specialist agents referenced inline. When it runs is not written here: that’s the trigger, configured beside it.

Inspect each account with #yekar.hubspot.get-record, ask @renewal-agent to prepare a recovery plan where a renewal is at risk, draft the check-in with #yekar.gmail.create-draft, and wait for approval before updating the record.

How it runs

From trigger to logged outcome.

Trigger

Schedule - A weekly sweep of renewal windows and engagement signals

Watch the windows
Tracks renewal dates and engagement going quiet.
Assess the account
Pulls usage, history, and the last conversation.
Prepare the play
Hands at-risk accounts to the renewal agent for a recovery plan.
Draft the check-in
The message that fits the moment - sent after your approval.

Where people stay in control

Nothing consequential runs on its own.

Check-ins and CRM updates wait for the account owner's approval.

Tools it uses

Runs on accounts you already have.

HubSpot
Gmail
Slack
Google Sheets

Connected once, governed per agent - this use case gets only the tools listed here.

Illustrative savings

$900–$2,300 / month

Assumes 100–300 accounts under management and a weekly review that takes 3–5 hours by hand.

Illustrative monthly savings, estimated from typical handling time at public salary benchmarks, reviewed August 2026. Not a promise or a guarantee - your numbers depend on volume and process.

What makes this dependable

Operate and improveLet it learn from how runs went Keep people in controlPut people in front of risky writes Put it to workRun recurring work on the business's clock

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