Renewal check-in email
Account executives
Send this before the renewal invoice, not after a surprise charge. You are giving them a way to continue, to change the terms, or to leave without a support ticket.
Subject. On the renewal
Hi — your renewal comes up next month. I am writing before the invoice, not after a charge you were not expecting.
If you want to continue as it is, I will leave the terms alone. If something needs to change, I would rather hear it now than in a cancellation.
Should we renew?
- Yes, renew
- Let's talk first
- We're not renewing
In Gmail these are buttons. The recipient clicks one. The answer comes back to the thread. They do not install anything.
Before you send. Name the month the renewal hits. If auto-renew is on, say so in the first paragraph. Do not hide it.
Why this gets more replies
Renewal silence gets read as a yes until the cancellation lands. Asking before the invoice separates a happy renewal from a conversation you still have time to have. The no button is how you hear about a leaving customer while you can still learn why.
FAQ
What if they need to talk?
Send two times, or a scheduling link, that week. Do not send the invoice while the conversation is open.
Is a no-button going to cause cancellations?
It surfaces ones you were going to get anyway, earlier. A customer who clicks it was not going to be saved by an invoice.
Free for 50 sends a month. The other person does not install anything.