30 days before (due list)Utility
renewal_30_v1Hi {{first_name}}, your {{plan}} renews on {{renewal_date}} for {{price}}. Want to review anything before then? Just reply.
All goodI have a question
SALES USE CASE
Keep customers from lapsing by accident.
Remind customers before a membership, policy, subscription or registration expires, with one tap to renew or a reply to ask questions.
7-day free trial · about 15 minutes to connect your number · Meta bills message charges to you directly (you add a card in Meta)
9:41
Today
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Hi Sarah, your Pro membership renews on 1 Nov for $49. Want to review anything before then? Just reply.
10:02 amAll goodI have a question
Can you check if contents cover went up?
10:14 am ✓✓I’ll ask Paul, your broker. He’ll reply today.
10:15 amMessage
Sheet · Renews in 14 days
Illustrative example. Names and details are made up.
FOR RENEWALS AND ACCOUNTS
Reach people before the date passes.
Renewal and payment dates are already in your sheet. Each one can start a timely, polite reminder.
- Team
- Sales
- Starts from
- Google Sheets · Zapier
- Goal
- More renewals, and a chance to save the customers who were thinking of leaving.
- Meta category
- Utility
IN PRACTICE
Many lapses are accidental: the card expired, the email went unread, life got busy. A reminder a month out, and again a week out, with the renewal price and a link, catches those. Replies with questions are save opportunities for your account manager.
THE JOURNEY
How it runs.
- Starts when
- A due list shows customers whose renewal date is within your chosen window.
- Stops when
- Renewed, reply received, opt-out, or the post-expiry message sent.
- Early reminder 30 days before: what’s renewing and how.
- Final reminder 7 days before, with a renewal link.
- Save If they reply with a concern, notify an account manager.
- Lapsed Optional: one message after expiry offering to reinstate.
SHEET TRIGGERNew Sheet Row
SEND MESSAGErenewal_30_v1
WAIT FOR REPLYTimeout: 5 days
NOTIFY MEOn reply
END FLOWEnd Flow
Styled like ConvoHut’s flow builder. Every node is editable.
THE FULL PLAYBOOK
Everything you need to launch it.
The exact messages, the sheet, the build and the rules.
7 days before (due list)Utility
renewal_7_v1Reminder, {{first_name}}: {{plan}} renews in 7 days. Renew or update here: {{link}}
Template names and wording are examples. Write in your own voice and submit templates to Meta for approval; Meta confirms the category.
Renewal reminders · example sheet
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | first_name | phone | plan | renewal_date | price | owner |
| 2 | Helen | +61 4•• ••• | Home & contents | 14 Oct | $1,284 | Paul |
| 3 | Arjun | +61 4•• ••• | Annual membership | 20 Oct | $780 | Front desk |
| 4 | Sofia | +61 4•• ••• | Software Pro | 28 Oct | $588 | Kim |
Only the phone column is required. The highlighted row is the newest: adding it starts the journey. Example data only.
- TriggerNew Sheet Row
A “renewing in 30 days” tab.
- Send Messagerenewal_30_v1
- Wait for ReplyTimeout: 5 days
- Notify MeOn reply
The account owner handles questions.
- End Flow
- TriggerNew Sheet Row
A “renewing in 7 days” tab.
- Send Messagerenewal_7_v1
- End Flow
On reply
The account owner is alerted and has three weeks to fix any issue.
On timeout
The 7-day reminder still goes out from its own tab.
On opt-out
The contact leaves the journey straight away and is excluded from future marketing messages.
Mistakes to avoid
- Only reminding the week of expiry.
- Hiding the renewal price.
- Treating a question as a cancellation.
The moment
A member’s annual membership ends in two weeks and they haven’t noticed.
Many cancellations are accidental. Renewal emails go unread, and customers lapse without meaning to.
Data you need
- First name
- WhatsApp number
- Plan or policy
- Expiry date
- Renewal link
Measure
- Renewals due
- Renewed before expiry
- Replies asking for changes
- Lapsed customers reinstated
Good practice
- Start early enough to fix problems.
- Make the renewal price clear.
- Treat a question as a save opportunity.
Works for
Free PDF- Insurance brokers
- Gyms and clubs
- Software subscriptions
- Vehicle and equipment registrations
Renewal reminders playbook
Journey, sample messages, setup checklist and metrics.
Download ↓FAQ
Questions.
Can I send this to every customer?
Send to customers with an active relationship who have agreed to WhatsApp messages from you.
Can reminders use different timings per product?
Yes. Set the waits in each journey, or include the reminder date in your sheet.
Who owns the number and the data?
You do. ConvoHut connects to your own WhatsApp Business Account, and Meta bills messages to you with no ConvoHut markup.
RELATED
Often used together.
Sales
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Send friendly reminders before and after an invoice is due, with the amount and your payment link, straight from your accounting export.
Google Sheets · ZapierSee the journey →SalesTrial and intro offer conversion
Check in during the trial, help people get value quickly and make the offer before it ends.
Google Sheets · ZapierSee the journey →MarketingWin-back campaigns
Customers who haven’t bought or visited in a while usually haven’t left for good. A personal WhatsApp check-in brings many of them back.
Google Sheets · Shopify · ZapierSee the journey →IN THE APP
How this runs in ConvoHut.
A new row or form entry starts the journey, then replies decide the next step.
A journey running step by step
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