Upcoming Renewals Tracker

The problem this kills

Renewals are the easiest revenue you'll ever earn and the easiest to lose by accident. The customer already pays you; you just have to ask in time. But the renewal dates live in a spreadsheet someone built two years ago, the auto-renew flags are half-filled, and the notice deadline on the big account quietly passed last Tuesday. By the time anyone notices a renewal, it's a fire drill — or a churn you find out about on the invoice that never came.

The pattern is always the same: nobody is looking at what's coming due in the next 60 or 90 days, ranked by how much money is on the line, with a name attached to each one. Reps work the renewals they happen to remember. The quiet, valuable, auto-renewing accounts get no attention until the window has closed. This isn't a discipline problem. It's a missing tool — a shared, always-current renewal queue that tells each owner exactly which contracts to work, in what order, and by when.

What you'll build

A simple internal web app for the people who own renewals. You import your contracts/subscriptions export. The tool computes days-to-renewal for every contract, applies your lead-time rules, and surfaces a rolling renewal queue — everything coming due inside your window — sorted by value-at-risk and date, split by owner. Each owner works their queue through a clear status pipeline: not started → in progress → committed → closed. They set a risk level on each one, and the tool tracks auto-renew vs manual and the all-important notice deadline so you ask before the contract silently rolls or the chance to renegotiate disappears.

Every morning (or on whatever cadence you choose), Resend emails each owner a lead-time reminder digest of the renewals entering their window and any notice deadlines approaching. And when an owner wants to change the renewal value or terms of record — a price increase, a downsell, a different term length — the tool captures the proposed change, but a manager has to approve it before it's exported to your system of record. The tool never silently rewrites your CRM; it proposes, a person approves, and only approved changes flow out.

What's inside the Implementation Plan

The downloadable plan is a step-by-step file you paste into an AI coding agent. It opens by interviewing you about your business — how renewals get worked today and who owns them, what your contracts export actually looks like (the exact column names, how customers and contracts are identified, how value is expressed), your lead-time and notice rules, how you treat auto-renew vs manual, and your real edge cases (multi-year terms, co-terming, mid-term changes, multiple products on one account). It reflects a short tailored spec back to you for a thumbs-up, then shapes the data model, the renewal-window logic, the value-at-risk sort, and every later step around your answers. You get a tool fitted to your renewals motion — not a generic template.

From there the plan walks the agent through the CSV import (with duplicate guards on contract/subscription ID so a renewal appears exactly once), the days-to-renewal and value-at-risk math, the rolling queue, the status-and-risk pipeline, the notice-deadline handling, the approval gate for value/terms changes, the lead-time reminder digest, and a clean CSV export. Every step ends with a ready-to-copy prompt. There's a "No API yet?" path so you can build and run the whole thing today from a spreadsheet export, with no CRM integration required.

The governance it includes (this is the point)

This is built like a real revenue tool, not a toy. The plan bakes in login so only your team gets in; row-level security so an owner only ever sees their own organization's renewals; a complete audit trail of every status change, risk update, and decision — who did what, and when; a hard human-in-the-loop approval gate so no change to renewal value or terms is exported without a manager's sign-off; and duplicate guards keyed on contract/subscription ID so the same renewal can't be loaded or worked twice and only one open renewal record exists per term. Nothing writes to your CRM automatically — the tool proposes, a person approves, and the action is carried out in your system of record.

Who it's for

Account managers, customer success managers, and renewals reps who manage renewals out of a spreadsheet and miss dates. If you can describe how your team decides which renewal to work first and who has to approve a price or term change, you can build this.

You've got this — start with the plan, paste the first prompt, and you'll be working a value-ranked renewal queue this afternoon.