Renewals Agent
Automated Outreach
Hands-Free Follow-Up
Increases Repeat Business
Decision Maker Updates
Conversational AI
Why It Matters
9x
Increased conversions with responses within 5 minutes
98%
Texts get opened (vs. 20% for email)
20%-40%
Higher renewal rates by re-engaging past clients
Feature Details
Automated Outreach
Sends personalized messages to past clients at just the right time to encourage renewals.
Hands-Free Follow-Up
Never worry about reminders—the Renewals Agent follows-up automatically for you, so nothing gets missed.
Increases Repeat Business
Boosts your return customer rate and helps your business grow year after year.
Decision Maker Updates
If your original contact is no longer the decision maker, the Renewals Agent asks who is and automatically updates your records.
Conversational AI
The Renewals Agent handles replies, answers questions, and guides contacts through the renewal process—just like a real team member.
Frequently Asked Questions
What does the Renewals Agent actually do for me?
It automatically reaches out to your past clients (by text), checks if they want to renew, handles replies, and updates your records —no manual follow-up needed.
Do I need to track who’s in charge at each organization?
No. The Renewals Agent asks, “Are you still in charge?”—If not, it asks who is, and records the new decision maker for you.
What information do I need to provide?
Just your past client list (names and mobile numbers). The list will automatically be updated moving forward, so the Renewals Agent will know exactly who to contact and when to follow up.
Can I customize the renewal messages?
Yes. Message content can be updated anytime, for things like new dates, products, or program changes.
Does the Renewals Agent handle all replies?
Yes. It answers common questions, sends booking links, and guides clients through rebooking. If a person wants to speak to you directly, you’ll be notified.
Is manual outreach ever required?
No. Once set up, the Renewals Agent manages all outreach and reminders. You’re only looped in when someone needs direct contact.
How is the outreach timing determined?
The Renewals Agent reaches out based on when each client ran their fundraiser last year—usually about 30 days before their previous start date.
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