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Workflow
Hospitality & Tourism

Subscription Renewal for Hospitality & Tourism

Manages the end-to-end renewal of a guest subscription, from early outreach to signed renewal agreement.

Trigger: Subscription renewal date is 90 days away
Total: 30-60 business days
6 stages
Compliance Note

Includes food safety compliance (HACCP), RSA requirements, liquor licensing documentation, and tourism accreditation record keeping.

Workflow Stages

1

Renewal Identification

Identify upcoming renewals and assemble relevant account health data for the renewal team.

Inputs

  • Subscription expiration report
  • Account health metrics
  • Usage and adoption data

Outputs

  • Renewal pipeline list
  • Account health summary per guest
  • Priority ranking
Customer Success Manager
2-4 hours
2

Guest Engagement

Reach out to the guest to discuss their experience, gather feedback, and introduce the renewal conversation.

Inputs

  • Account health summary
  • Guest contact details
  • Engagement talk track

Outputs

  • Guest feedback notes
  • Renewal interest level
  • Identified concerns or expansion opportunities
Customer Success Manager
1-2 weeks
3

Renewal Proposal Preparation

Prepare the renewal proposal including any pricing changes, new terms, or upsell recommendations.

Inputs

  • Current contract terms
  • Guest feedback
  • Updated pricing schedule

Outputs

  • Renewal proposal document
  • Pricing comparison (old vs. new)
  • Internal approval if pricing changes
Account Executive
2-3 days

Decision Points

  • Is a price increase warranted?
  • Should an upsell be bundled with the renewal?
4

Renewal Negotiation

Present the renewal proposal to the guest and negotiate final terms.

Inputs

  • Renewal proposal
  • Discount authority limits
  • Competitive landscape data

Outputs

  • Agreed renewal terms
  • Negotiation summary
  • Verbal commitment or churn risk flag
Account Executive
1-3 weeks

Decision Points

  • Has the guest agreed to renew?
  • Is a churn save intervention needed?
5

Contract Execution

Generate the renewal contract and collect signatures from both parties.

Inputs

  • Agreed renewal terms
  • Contract template
  • Authorized signer information

Outputs

  • Signed renewal contract
  • Updated subscription record
  • Billing schedule updated
Sales Operations Coordinator
2-5 days
6

Post-Renewal Confirmation

Confirm the renewal with the guest, update all systems, and set the next renewal reminder.

Inputs

  • Signed renewal contract
  • System access for updates
  • Guest communication template

Outputs

  • Renewal confirmation sent to guest
  • CRM and billing systems updated
  • Next renewal date reminder set
Customer Success Manager
1-2 hours

Frequently Asked Questions

Can a subscription be renewed on different terms?

Yes, renewal terms can be adjusted including duration, scope, and pricing, subject to management approval for non-standard changes.

How far in advance should renewal conversations start?

Renewal outreach begins 90 days before expiration for standard accounts and 120 days for strategic accounts.

What happens if the guest does not want to renew?

A churn save process is triggered where a senior guest success manager or executive engages the guest to understand concerns and offer retention incentives.

Ready to implement this workflow in your business?

Our team can implement this workflow into your business operations with custom tools and training.