Subscription Renewal and Retention Workflow

Start des Workflows/Prozesses.

Fetch all entries from the 'Subscriptions' data model where the 'Expiry Date' is within the next 30-60 days.

Change the status of the identified subscription entries to 'Renewal In Progress'.

Fetch contact details (email and phone) from the 'Customers' data model linked to the expiring subscriptions.

Calculate the total contract value for the upcoming renewal period including any predefined uplift percentages.

Create a task for the assigned Account Manager to review the client's usage metrics before outreach.

Retrieve data from the 'Usage Logs' data model to determine if the client is meeting their subscription value.

Create a task to generate and attach a new pricing proposal to the subscription entry.

Send an automated email to the customer notifying them of the upcoming renewal and providing payment links.

Update the 'Proposal' data entry status to 'Sent'.

Create a task for the Account Manager to follow up if no response is received within 5 business days.

Retrieve and verify the expiration date of the saved payment method in the 'Billing' data model.

Update the 'Subscription' entry with the new expiration date and set status to 'Active'.

Create a new entry in the 'Invoices' data model for the upcoming billing cycle.

Send an email to the customer confirming the successful renewal of their subscription.

Aggregate the sum of all 'Subscription Value' entries that reached 'Active' status this month.

Create a report comparing 'Renewed' vs 'Churned' subscriptions for the current period.

Delete any temporary 'Renewal Proposal' entries that were created but never finalized.

Ende des Arbeitsablaufs/Prozesses.