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Monthly renewal watcher
Give it your contracts each month. Get renewals due in 90 days, the risk on each and a plan for every call.
Monthly renewal watcher is a free AI agent for the job "Keep customers coming back". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Made by AI Blocks · Thinking: high
What it does
A renewal that arrives as a surprise ends in one of two ways. A discount, because there is no time to fix anything, or a lapse, because the notice window closed while everyone was busy. Both were avoidable a month earlier. This agent looks 90 days ahead every month. It puts contracts whose notice window closes within 30 days at the top whatever their risk. For every renewal inside 60 days it builds a brief from your notes and asks one question first: did the customer reach the result they bought the product for? If not, it writes the plan to get them there before the date. If the account is healthy, it plans the thank-you and an early conversation. It proposes a price stance from your rules and never a discount before the health review. Nothing reaches a customer without your yes.
You give it
- Your contract register with start date, renewal date, value, plan, notice period and contact
- Recent emails, call notes and tickets for accounts renewing soon (advised)
- A read-only connection to your account or billing tool (optional)
- Survey answers or complaints from the last quarter (optional)
- Your price rules at renewal (optional)
- Brand brain (optional)
- Tool connection (optional)
- Customer words (optional)
You get
- Every renewal in the next 90 days with value, risk and the notice deadline
- Last month's results, with repeated loss reasons called out
- A one-page brief for each renewal inside 60 days
- A success plan for each at-risk account that has not reached its result
- A price stance and the first line for each call
- A list of contacts and changes to approve
Use it when
- Your customers are on yearly plans or contracts and renewals keep arriving unprepared.
- You lost a renewal last quarter and only found out why afterwards.
- You want to raise prices at renewal without losing the accounts that matter.
How to use it
- Start a chat with the agent. In Claude Code, add it as a skill or save it in .claude/agents, then ask it to run this month.
- Export your contract register from your billing or CRM tool. Put it in one folder with recent account notes, or attach them in the chat.
- Tell it your price rules once. It saves them.
- Read the briefs and the stances. Make the calls you agree with, then tell the agent the outcome of each.
- Run it again on the first of next month. It records the results and tracks the risk over time.