Show members what they got, make it easy to keep it, and give them a human if they want one. The 30 days before renewal is when the relationship is decided.
Trigger on renewal date → recap → Flow checkout → confirmation stack. Utility-category messaging throughout.
Templates, branches, and the setup for this workflow, in one playbook.
Get the playbookThree utility templates: personalised recap, in-chat renewal Flow, and stacked confirmation with calendar hand-off.
Hi {{first_name}}, your {{plan_name}} membership renews on {{renewal_date}}.
Renew now to keep your member rate — no price increase this year.
Hi {{first_name}} — pick how you'd like to stay with us. Prices shown include your loyalty discount.
Term
Payment method
Powered by Flowella · Stripe
Thanks {{first_name}} — {{plan_name}} is active until {{new_expiry}}. Receipt sent here.
Questions about your plan? Book a free 15-minute call with member services.
30-day recap — image header with plan and renewal date merged from HubSpot.
Renewal Flow — term chips, payment section, auto-renew checkbox.
Post-payment stack — confirmation plus optional member-services calendar link.
Membership renewal is a memory problem before it is a payment problem. WhatsApp brings the value recap and the action into one thread.
A personalised recap lands where members actually read it, then moves straight to a one-tap renewal action.
Add tier-aware recaps, billing-contact branches, early-renew incentives, and a separate D+1 win-back flow.
Keep webhooks idempotent, honour opt-outs, include the full renewal price, and avoid asking members who are already on auto-renew.
The point: remind members why they joined before asking them to pay again.
Filter by platform, category, or industry to find the play that fits.
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Convert more web traffic: two-field form, then a 5-day WhatsApp drip that enriches the CRM and qualifies the lead before the SDR ever calls.
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Complete KYC faster with WhatsApp document requests, missing-file nudges, verification branches, and manual review only for exceptions.
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Verify users faster with WhatsApp OTP, single-use codes, retry branching, fail-closed support, and audit logging.
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Catch bad nights before they hit Google with WhatsApp NPS, promoter review CTAs, detractor recovery, and cohort tagging.
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Qualify captured leads with WhatsApp questions, scoring, high-fit sales routing, and nurture for low-urgency contacts.
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Refresh stale CRM records with WhatsApp confirmations, structured corrections, one reminder, and a clear freshness flag.
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Recover abandoned carts with WhatsApp reminders, purchase-status exits, support-first rescue, and controlled incentives.
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Stripe
Wire your billing webhook into HubSpot and run the 30-day renewal cadence on WhatsApp.
