Upcoming Renewal Email

Value of This Blueprint

Renewal conversations are pivotal for retention. This template ensures CSMs can proactively communicate upcoming renewal details in a structured, informative, and consistent way—supporting smoother commercial discussions.

High-Level Strategy

This email template helps CSMs initiate renewal conversations with context and clarity:

• Outlines upcoming renewal date and current ARR
• Provides a clear starting point for commercial conversations
• Reinforces the relationship and sets expectations

Technical Guidance

Use after email and lifecycle tracking are configured in Vitally.

• Setup Lifecycle Tracking
• Connect Email

What's Included in This Blueprint

• Renewal Notification Email Template