WorkerKitJoin the waitlistRenewal Radar
Watches upcoming renewals, spots quiet accounts, and drafts timely check-in emails before it is too late.
Apps: Email, CRM
About this kit
Churn is quiet until it is expensive. Once a week this kit scans your CRM for deals and accounts renewing in the next 90 days, cross-checks how much real contact each has had lately, ranks them by risk, and prepares a check-in email draft for the ones going cold. You get ahead of every renewal conversation instead of discovering it in the lost column.
How it works
CRM
Find deals and accounts renewing in the next 90 days.
Check recent engagement: last touch, last reply, open threads. Draft a tailored check-in for each at-risk account.
App access
Visible fields
- Subject
- From
- Recipients
- Body
- Body preview
- Attachments
- Timestamp
- Labels
Allowed operations
- View email
- Search emails
- View thread
- Create draft
- Create reply draft
CRM
Records you own
Visible fields
- Identity
- Contact info
- Ownership
- Lifecycle
- Financial
- Dates
- Associations
- Engagements
- Engagement body
- Custom properties
Allowed operations
- Search records
- Get record
- List associations
- List engagements
- List pipelines
- List owners
- Get schema