When a retainer or fixed-term engagement is approaching its end date, this solution automatically alerts the responsible consultant to initiate a renewal conversation and, if appropriate, sends the client a tailored message about continuing the engagement. The timing is based on your defined renewal lead time so you are never caught off guard by a contract expiring without a conversation.
The problem it solves is that retainer renewals are the highest-value sales activity a consultant can do, but the notice often comes too late to have a proper renewal conversation, and clients sometimes let retainers lapse simply because no one asked them to continue. Early, consistent renewal outreach dramatically increases retention rates and reduces revenue volatility.
From trigger to result, here is the flow at a glance.
End Date Nears
A retainer approaches its renewal window
AI Times It
AI applies your defined renewal lead time
Outreach Sent
Consultant alerted and client message goes out
Higher Retention
Renewals discussed early, not after expiry
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