01 — Goal
Implement a low-touch, high-impact automated renewal sequence to support annual software subscription renewals for low-tier accounts.
Reduce reliance on sales reps while maintaining clear, customer-friendly renewal guidance.
02 — Challenges
Identify optimal messaging and timing cadence to maximize engagement and renewal revenue.
Ensure the automated sequence messaging efficiently supports renewals with clear, direct renewal steps.
03 — Role & Responsibilities
Served as SME for [Product Name], shaping the renewal campaign strategy and content.
Segmented campaigns into three tracks (Marketplace Ecommerce, Global Ecommerce, Standard/Sales-assisted) to match customer profile and renewal process.
Collaborated with sales and product teams to highlight product value and feature updates.
Partnered with marketing operations to build workflows in HubSpot/Salesforce, create dashboards, and track performance.
Drafted all email content, coordinated stakeholder approvals, and optimized messaging based on engagement data.
04 — Strategy & Execution
Determined automated identifiers and targeted communications to send renewal emails at the optimal time.
Developed customer-focused email content that emphasized the product's Premium subscription features and ease of online checkout/renewal process for customers.
Compiled strategy decks and KPI reports to stakeholders pre- and post-campaign, analyzing results and leveraging insights for ongoing campaign adjustments.
05 — Results
Demonstrated measurable engagement and revenue impact while reducing manual sales involvement.
Reduced manual sales touchpoints for low-tier accounts, freeing sales to focus on higher-value renewals.
Validated that mid-to-late reminders drove the highest engagement, offering a clear insight for future optimization.
Enhanced customer experience with a clear, low-touch renewal process.
Recognized internally for delivering a scalable solution that aligned with renewal revenue goals.