Renewal season,
done in an afternoon.
Pool openings, snow contracts, pest plans, maintenance agreements: send the renewal form to your whole list in one campaign. Each customer confirms their details, signs, and pays online, and you chase only the ones who have not finished.
Every season starts with the same scramble
The customers already know you and already want the service. Renewal season still turns into weeks of phone tag and mailed paperwork.
The list is three spreadsheets
Last year’s customers live in invoices, a spreadsheet, and someone’s phone. Renewal outreach starts with a data-cleanup project.
"Call us to renew" asks too much
A reminder email that asks the customer to call, discuss, and wait for paperwork loses renewals at every step it adds.
No idea who renewed
Replies trickle in by phone, email, and check. Which customers renewed, which stalled, and which never answered is a manual audit.
One campaign, a season of paperwork
Build the renewal once, send it to everyone, and track completion.
Build the renewal form once
The form carries this season’s packages and prices. Customers pick their plan and the total calculates live.
Send to the whole list
One campaign to every customer, or in waves. Each customer gets their own link that opens in any browser.
They confirm, sign, and pay
The agreement is pre-filled, the signature is ESIGN compliant, and the deposit goes through Stripe in the same sitting.
Chase only the stragglers
The board shows who finished and who has not. Reminders go only to the customers who still need them.
This season feeds next season
Every job booked through a proper intake form adds a complete, tagged customer to next year’s renewal list. The renewal machine is a byproduct of doing intake right.
Renewal-ready templates
Seasonal businesses run these every year. Each one is wired for signatures and payment.
Frequently asked questions
- How do customers receive the renewal form?
- By email campaign, to one customer or your whole list at once. Each customer gets a personal link. You can also share the same form as a public link or QR code for new customers.
- Can the renewal include the agreement and the deposit?
- Yes. That is the point. The customer confirms their details, signs the season’s agreement, and pays the deposit through Stripe in one sitting. The renewal comes back signed with the deposit paid.
- How do I know who has renewed?
- Every renewal lands on the pipeline board. You can see who finished, who started and stalled, and who has not responded, and send reminders only to those who need them.
- What if prices changed since last season?
- Update the price list in the form once. Every renewal sent after that quotes the new prices, and the agreement reflects them automatically.
Book the season before the season starts.
One campaign out, signed renewals back. Deposits included.