Get every upcoming renewal prepped in advance
Every Monday, WebRun opens ChurnZero, lists the accounts with a renewal date inside the next 60 days, notes each one's owner and current health signal, creates a renewal prep card per account in Trello, and sends the CSM team a WhatsApp run-down of which renewals need attention first.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I prepare for upcoming customer renewals in advance?
WebRun reviews ChurnZero every Monday for accounts renewing inside the next 60 days, capturing each one's owner, contract value, and health signal. It opens a dated prep card per account in Trello and sends your CSM team a WhatsApp run-down, so no renewal arrives without someone already working it.
- Every renewal gets prep time instead of a last-minute scramble
- Weak-health accounts renewing soon are named first
- Each renewal has an owner and a dated card before the month starts
Built for customer success teams · SaaS account managers · renewal managers · subscription businesses
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.churnzero.netin a real browser with your saved login - no setup, no API keys. -
1
ChurnZero - find renewals in 60 days
churnzero.net
WebRun opens ChurnZero to find renewals in 60 days. - Open ChurnZero and filter accounts by renewal date inside the next 60 days
- Capture the account name, renewal date, contract value, and assigned CSM
- Read each account's current health signal and recent activity
- Sort so the nearest renewal dates come first
Done when Every renewal in the next 60 days is listed with its owner and health signal.
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2
Trello - open a prep card per account
trello.com How to Automate Trello
WebRun opens Trello to open a prep card per account. - Open your renewals board in Trello
- Create a prep card for each account that does not already have one
- Put the renewal date on the card due date and the CSM in the description
- Add the health signal and contract value so the owner can see the stakes at a glance
Done when Every upcoming renewal has a dated prep card in Trello.
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3
WhatsApp - send the CSM run-down
whatsapp.com How to Automate WhatsApp
WebRun opens WhatsApp to send the CSM run-down. - Send the CSM team group this week's renewal run-down on WhatsApp
- Lead with any account renewing inside 30 days with a weak health signal
- Name the CSM against each account and link the Trello board
- Keep the message internal. Never message a customer
Done when The CSM team has this week's renewal run-down on WhatsApp.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact my customers about their renewal?
No. The WhatsApp message goes to your internal CSM group only. WebRun never emails, messages, or calls a customer, and it never sends a renewal quote or invoice.
Does it change anything inside ChurnZero?
No. It reads renewal dates, owners, and health signals. It does not edit an account, log an activity, close a task, or alter a renewal record.
What if an account already has a prep card?
It is skipped. WebRun checks the Trello board before creating anything, so an account renewing in 60 days gets one card, not eight weekly duplicates.
Related templates
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