Streamline Client Renewal Reminders

# Streamline Client Renewal Reminders ## What It Does Streamline Client Renewal Reminders automates the process of sending client renewal reminders from GoHighLevel to Gmail, Slack, and Google Sheets. This means you can focus on high-leverage tasks while the agent handles repetitive notifications. The agent saves your client renewal data to Google Sheets for easy tracking and sends reminders to your team on Slack and to clients via Gmail. By automating this process, you'll save 3 hours weekly that you can use for more strategic work. ## Who Needs This Agency owners who manually send client renewal reminders are the ideal users for this product. Currently, they spend a significant amount of time tracking renewal dates, sending reminders to clients and their teams, and updating spreadsheets. This manual process is not only time-consuming but also prone to errors, making automation a much-needed solution. ## How It Works — Step by Step 1. You connect your GoHighLevel account to the Streamline Client Renewal Reminders agent, allowing it to access your client data. 2. The agent checks your GoHighLevel account for upcoming client renewals based on a predefined schedule. 3. For each client nearing renewal, the agent retrieves the client's contact information and renewal date. 4. It then saves this information to a specified Google Sheet for easy tracking and reference. 5. The agent sends a renewal reminder email to the client via Gmail, ensuring timely notification. 6. Additionally, it notifies your team about the upcoming renewal on Slack, keeping everyone on the same page. 7. You can review the saved data in Google Sheets and adjust as necessary. 8. The agent continues to monitor GoHighLevel for new or updated client renewal information, ensuring your data remains current. ## What You Get * Client renewal reminders sent to clients via Gmail * Notifications about upcoming renewals sent to your team on Slack * Client renewal data saved to Google Sheets for tracking and reference * Automation of a previously manual process, saving 3 hours weekly * Ability to focus on high-leverage tasks while the agent handles repetitive notifications ## Setup Requirements * GoHighLevel account credentials * Gmail account credentials * Slack workspace credentials * Google Sheets account with a designated sheet for saving client renewal data * API credentials for any connected services (if applicable) ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*