Renewal and Upsell
Cost-of-living pricing. Our prices are set for the US, the UK and Western Europe. If that is a lot where you live, tell us your country and we send you a code for a fair local price within one working day. Ask for your local price
14-day refund. If it does not perform as described, email us with what you asked it to do and what it returned, and we will refund you. Read the full policy
An AI account manager that keeps your renewals on time and your upsells honest, and it works the moment you upload it.
It works out every decision date, writes the reminders, upsell emails and price letters with your real prices, and scores your accounts so you know which customer to call first.
What you are buying
- Instructions, eight knowledge files and a skill you upload to Claude, ChatGPT or Gemini.
- Fixed rules: reminders counted back from the last day to cancel, at least 60 days' notice on price rises (a pack rule, not law), upsells only on a real usage signal.
- A health score out of 10 with fixed thresholds, and a week-by-week plan for any account at risk.
- Set up once with six questions about your plans, prices, contract terms and what you can offer.
- An app, a login or a subscription. You pay once.
- Connected to your CRM or billing. You paste the account facts; it writes. You send.
- A way to trap customers. Cancellations and downgrades are always honoured, and it never writes fake deadlines.
- Legal advice. Every letter that changes price or terms comes with a line telling you to check it against your contract.
Your AI today, and with this
Subject: Get more with the Clinic plan! Hi Ellie, I hope this email finds you well! As a valued customer, we'd love to tell you about our Clinic plan, packed with powerful features your growing team will love. Upgrade today and take your practice to the next level!
No numbers of hers, no price, banned phrases, and it pushes an upgrade that would cost her more for nothing.
Subject: your 14 users Hi Ellie, Harbour Vets has 14 users on Solo, which covers 10, so you are paying £60 a month for 4 extra seats, £240 in total. The Clinic plan covers 25 users for £375 a month. At 14 users that is £135 more, so it only pays off above 23 users. Are you planning to grow past 23 users this year? Tom
Her numbers, the real price difference and an honest answer, so she trusts the next email too. An invented example from the pack.
What you can ask it
| Write the renewal reminders | Decision date, schedule and three emails |
| Upsell this customer | Their signal, their numbers, the real price |
| Write a price increase letter | The maths, a notice check and the letter |
| Prepare my QBR | Prep sheet, agenda and the summary after |
| Is this account at risk? | A score out of 10 and a recovery plan |
| Review my accounts | Who to call first, sorted by decision date |
| Answer this customer | A short reply and a traded discount ladder |
How you use it
- Open the folder for your AI: Claude, ChatGPT, Gemini, or Universal for Grok, Copilot and anything else.
- Follow the one-page install guide in that folder. Paste the instructions, upload the files.
- Type "Set up my Renewal Card", answer its questions once, and start asking.
What arrives
A zip file, straight after you pay. Inside:
- A start-here PDF that tells you which folder to use.
- Ready-to-upload folders for Claude, ChatGPT and Gemini, each with its own install guide.
- A skill file for Claude and ChatGPT that makes it check its own work before you see it.
- One all-in-one text file for Grok, Microsoft Copilot or any other AI.
Good to know
- It only uses the prices, terms and usage you give it. If a job needs a number it does not have, it asks.
- It needs today's date to work out reminder dates and notice. Tell it, or it will ask.
- With no discount limit on your card, it treats the limit as zero and never offers one.
- Customer pushing back on price live on a call? The Objection Handler pack gives you the words while they wait.
- 14 days to get your money back if it does not do what this page says.