Automated Accelo Retainer Renewal Reminders
Every Monday, WebRun opens Accelo, finds client retainers and contracts ending in the next 30 days, schedules a renewal conversation on the account manager's Google Calendar, and sends a WhatsApp reminder naming the client and the days remaining, so a retainer never lapses just because nobody noticed the date.
How do I make sure client retainers get renewed on time in Accelo?
WebRun checks Accelo every Monday for client retainers ending in the next 30 days, schedules a renewal conversation on the account manager's Google Calendar, and sends a WhatsApp reminder naming the client and days remaining, so a retainer renewal never gets missed simply because the end date slipped past unnoticed.
- Retainer renewals get a calendar slot 30 days out instead of being missed
- Account managers get a direct reminder instead of scanning a report
- Already-renewed retainers drop off the list automatically
Built for Agencies · account managers · professional services firms · consultancies
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
www.accelo.comin a real browser with your saved login - no setup, no API keys. -
1
Accelo - find retainers ending in the next 30 days
accelo.com
WebRun opens Accelo to find retainers ending in the next 30 days. - Open active retainers and contracts
- Collect anything ending in the next 30 days
- Note the client, value, and account manager for each
Done when Every retainer ending within 30 days is listed with its details.
-
2
Google Calendar - schedule the renewal conversation
calendar.google.com
WebRun opens Google Calendar to schedule the renewal conversation. - Check the account manager's calendar for open time
- Schedule a renewal conversation slot before the end date
Done when Every expiring retainer has a renewal conversation on the calendar.
-
3
WhatsApp - remind the account manager
whatsapp.com
WebRun opens WhatsApp to remind the account manager. - Rank retainers by how soon they expire
- Remind the account manager with the client name and days remaining
Done when The account manager has been reminded of every retainer ending soon.
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
Does WebRun contact the client directly about renewal?
No. It only reminds your internal account manager and schedules their time. Reaching out to the client is always done by the account manager, on their own terms.
Does it renew or change the retainer itself?
No. It only reads the current end date in Accelo. Renewing, extending, or repricing a retainer is left entirely to your team.
What if a retainer is already renewed?
It reads the live end date in Accelo each week, so a retainer already extended drops off the list automatically.
Related templates
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