Contract Renewal Notice
Notify a client that their service contract is coming up for renewal and send the renewal agreement.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Notifies a client that their contract is approaching expiration and outlines renewal terms.
- Contract renewal notification
- Service agreement renewal
- Expiring contract alert
Fields your team can fill in
To
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Cc
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Subject
Your contract_name Is Up for Renewal
renewal-contract
Hi client_first_name,
I'm reaching out because your contract_name is approaching its expiration date of expiration_date, and I want to make sure we have everything in place for a seamless continuation of service.
RENEWAL DETAILS
• Agreement: contract_name
• Current Expiration: expiration_date
• Renewal Term: renewal_term
• Monthly Investment: $renewal_rate
WHAT'S INCLUDED IN THE RENEWAL
The attached renewal agreement reflects the same scope and service levels you've been receiving, with any updates required to bring the terms current. Please take a few minutes to review the document and let me know if you have questions about anything inside.
LOOKING BACK — AND FORWARD
Over the past contract term, we've accomplished a lot together. As we renew, it's also a great opportunity to revisit whether your current scope still fits your business needs. If you've grown, added new team members, or shifted focus, there may be ways to adjust the engagement to serve you better.
To continue without interruption, please sign and return the renewal agreement at your earliest convenience — ideally no later than two weeks before the expiration date. If you'd prefer to discuss terms before signing, I'm available at me::phone or me::email.
Thank you for another year of partnership. I look forward to continuing this relationship.
Workflow context
When to use this workflow
Use this workflow when a client service contract is approaching expiration and the account team needs to send renewal terms and the renewal agreement.
What this replaces
This replaces manually drafting renewal notices, checking renewal dates and rates, and remembering to attach the renewal agreement.
Why teams standardize this email
Renewal notices are revenue-sensitive and detail-heavy. A standardized workflow helps account teams send clear renewal terms, maintain consistent language, and ensure the agreement is included before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the contract renewal notice email in Outlook
- Prompts for client name, contract name, expiration date, renewal term, renewal rate, phone, and email
- Adds a contract-specific subject line
- Can require the renewal agreement attachment
- Keeps the draft editable before sending
FAQ
Does Toggles renew the contract automatically?
No. Toggles prepares the renewal email. Contract approval and execution happen through your existing process.
Can the renewal agreement be required before sending?
Yes. This workflow can require the renewal agreement attachment.
Can account managers adjust the terms language?
Yes. The Outlook draft remains editable before it is sent.
Part of a starter pack
Explore the Customer Success Starter Pack
Help success teams send onboarding, check-in, renewal, meeting follow-up, handoff, and billing emails from Outlook with approved structure already in place.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.