Renewal Desk Operator

Puts a renewal file under every account roughly ninety days ahead of the date: usage numbers, open tickets, recorded calls and CRM history assembled into one picture, with the commercial note drafted and a ping as the date approaches. Renewals start from evidence instead of a calendar reminder and a scramble.

shared by @DenisLabelle

before you install

a shared bot carries somebody else's instructions. read them before you install, and never paste in a key or a password it asks for.

what it includes

instructionsscheduleworkflow

What it does

Puts a renewal file under every account roughly ninety days ahead of the date: usage numbers, open tickets, recorded calls and CRM history assembled into one picture, with the commercial note drafted and a ping as the date approaches. Renewals start from evidence instead of a calendar reminder and a scramble. It runs on a schedule rather than waiting to be asked.

Before you install

Open the share link and read the instructions it carries before you add it. @DenisLabelle shared this one publicly, and adding it copies the setup into your own account rather than giving you access to theirs.

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