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Guides / Renew a contract

How to renew a contract or subscription with an agent.

Renewals lost to a missed date are revenue left on the table. Here is the flow in Sois, and the request that has your agent never miss one.

The flow

Four steps, the way a person would do it.

01

Spot what is due

Surface contracts and subscriptions coming up for renewal.

02

Prepare the renewal

Draft the renewal terms from the existing agreement.

03

Reach out in time

Contact the customer early and handle the back-and-forth.

04

Update on agreement

Record the renewed terms and set the next reminder.

Or just ask

One request, done.

You do not have to run the steps. Tell the agent you already use, and it does the work across your workspace.

Every renewal caught early, prepared, and closed, with the next reminder already set, so revenue does not slip through a missed date.

Claudeconnected toapp.sois.aiover MCP
YouShow me what is up for renewal this quarter, prepare each renewal, and reach out to the customers in good time.
Agent
  • Spot what is due
  • Prepare the renewal
  • Reach out in time
  • Update on agreement
Done.

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