Renewal and Expansion Email Sequence — 90-Day Trigger

Trigger: Renewal date is 90 days away — detected by daily Salesforce query or date-based Zapier trigger.

What this automates: Manual renewal outreach planning and sequence creation for accounts approaching renewal.

1. 90-day renewal trigger detected
2. Account health data pulled from Salesforce
3. Claude generates renewal strategy and expansion signals
4. Personalized 3-touch renewal sequence loaded into outreach tool
5. CSM notified via Slack