Memberships renewed before they lapse.
Members get renewal reminders on the schedule you set, renewals and seasonal tune-ups go to your office to book, and anyone who wants to cancel hears from a person first.
- One-time build
- $1,500
- Live in
- 3 weeks*
- Your time
- About 3.5 hours
- After launch
- We keep it running
- Runs on FlowRunner
- $45/month**
* The timeline may need to be adjusted depending on the requirements we receive.
** FlowRunner pricing varies with the volume of calls and messages.
What you get
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Renewals spotted early
Every membership coming up for renewal, found ahead of time.
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Reminders in your words
By text and email, with the renewal link you already use.
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Seasonal tune-ups
Members are reminded before heating and cooling season, and requests go to your CSR.
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Cancellations reach a person
Anyone who wants to cancel hears from your team first.
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Balances checked
An optional check for open balances before a reminder goes out.
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A weekly list
Renewed, pending, and lapsed memberships, for the owner.
How it runs
One real example, start to finish.
- Runs on its own
- A person on your team decides
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Renewals found
Every morning, members with a renewal coming up are picked out.
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Reminder sent
The member gets a text with the plan, the date, and your renewal link.
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Renewal and tune-up
A person decidesMike renews and asks for a tune-up. Your CSR books the visit.
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A cancel gets a call
A person decidesReminders stop, and a person calls the member who wants to cancel.
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No reply, one call
A person decidesBefore a silent membership lapses, your CSR gets a text to call.
What changes for your team
Your CSRs stop working through a renewal report by hand and calling every member on it.
The reminders go out on schedule, and your team spends its time on the members who answered: booking tune-ups, and calling the ones who want to leave.
The owner sees the membership base each week instead of discovering at season's end how many lapsed. Every renewal kept is recurring revenue and a guaranteed visit on the slow-season calendar. The cancellation call stays with a person, because that is where a member is kept or lost. As the membership base grows, the same office keeps up with renewals, since the reminding no longer grows with it.
You stay in charge.
The routine runs on its own. At these moments it stops, asks a person, and waits for the answer.
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A member replies that they want to cancel.
Text to the owner or your CSR lead, who calls the member
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A member due for renewal has an unpaid balance.
Email to your office manager, who decides whether the reminder goes out
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A membership reaches its renewal date with no reply to any reminder.
Text or Slack message to your CSR, who calls before it lapses
You set the rules, and can change them any time
- How far ahead of the renewal date each reminder goes, and by text, email, or both.
- The wording for each plan, and the renewal link or process.
- The tune-up reminder dates for heating and cooling season.
- Whether open balances hold a reminder, and who decides.
- Who calls members who want to cancel, and who books tune-ups.
- When an unanswered renewal goes to a person for a call.
Your part is small.
3.5 hours
of your team's time
3 weeks*
to live
* The timeline may need to be adjusted depending on the requirements we receive.
Project start
Monday, November 2
Going live
Monday, November 23*
An estimate, if we start next Monday.
Want to start Monday, November 2?
Book a callWhat can move the date
- A membership list that needs cleaning up first, such as missing renewal dates or phone numbers.
- Business texting registration for your number, if it is not registered yet.
- Your team's time to review the test run and approve go-live.
Works with what you already use
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ServiceTitan, Housecall Pro, Jobber, or Google Sheets
Knows every member, their plan, and their renewal date.
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QuickBooks Online
Spots an open balance before a renewal reminder goes out.
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Text messages (Twilio)
Sends the reminders, hears the member's reply, and reaches your CSRs and the owner.
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Gmail or Outlook
Sends reminder emails and the balance check to your office manager.
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Slack
Hands tune-up bookings and renewal calls to your CSRs, if your team lives in Slack.
The details
Included
- Every membership coming up for renewal found ahead of time, from ServiceTitan, Housecall Pro, Jobber, or the membership list your office keeps.
- Renewal reminders by text and email at the intervals you choose, in your wording, with the renewal or payment link you already use.
- Seasonal tune-up reminders to active members ahead of heating and cooling season, with booking requests handed to your CSR.
- Member replies read and routed. A renewal or a tune-up request goes to your office, and a cancellation goes to a person.
- An optional check for open balances in QuickBooks Online before a renewal reminder goes out.
- A weekly list to the owner of memberships renewed, pending, and lapsed.
- A test run on your real membership list before go-live, and a walkthrough for your team.
Not included
- Processing payments or storing card details. Renewals use the payment link or process you have today.
- Designing membership tiers, benefits, or pricing.
- Talking a member out of cancelling by text. That conversation goes to a person.
- Your FlowRunner subscription and AI model usage, which are billed separately.
- Ongoing changes after launch, which are covered by the care plan or priced per change.
After launch, we keep it running.
On our care plan
We monitor it, fix it, and make your changes, with a named contact. Your team does nothing.
$300 a month, unlimited changes, cancel any month
Or run it yourselves
We hand it over and train your team on what it does and what to do if something looks off.
Changes later: $75 an hour
It keeps running. Your automation lives in a FlowRunner account in your business's name, so it never depends on us, and we hand everything over to you or whoever you choose.
$1,500
One-time build. Live in 3 weeks*. We keep it running.
* The timeline may need to be adjusted depending on the requirements we receive.
Our price covers the build: setup in your accounts, tuning on your own past data, and training your team. FlowRunner runs it from there. How we work
Extras that apply: your FlowRunner subscription, $45/month**, billed by FlowRunner, and your AI model usage, billed by your AI provider. Neither is included in our price. We set both accounts up for you. See FlowRunner pricing. ** FlowRunner pricing varies with the volume of calls and messages.
Frequently asked questions
Our memberships are in ServiceTitan. Do we need a separate list?
No. We work from wherever your memberships live today, whether that is ServiceTitan, Housecall Pro, Jobber, or a list your office keeps.
Will it renew members automatically?
No. It reminds members and sends them the renewal link or process you already use. Payment and the membership record stay where they are today.