GHL Contract Renewal Reminders

Want an easy way to stay on top of client renewals? This video shows you how to set up Contract Renewal Reminders in GHL so reminder emails go out before a contract ends.

What you’ll see:

• Create a Contract Renewal Date field.
• Build a simple workflow in GHL.
• Send a renewal email 30 days before the end date.
• Add a tag to track sent reminders.

If you work with client contracts, renewal dates matter. But they are easy to miss. Dates can get lost in sheets, notes, or old alerts. When your client list grows, this gets hard to track.

Contract Renewal Reminders help you fix that. GHL can watch the date for you. When the renewal date is near, it can send an email on time.

Here’s why this helps:

• You miss fewer contract renewals.
• You save time each week.
• You keep clients up to date.
• You give clients time to renew.
• You build a simple process that can grow.

A good renewal process keeps you in control. With Contract Renewal Reminders in GHL, you can stop chasing dates and spend more time helping your clients.

Before you set up Contract Renewal Reminders, you need a few things in place. The setup is simple, but these items help the workflow run the right way.

First, you need a custom field called Contract Renewal Date. This field stores the date when a client’s contract ends. GHL will use this date to know when to send the reminder email.

You also need a tag called Contract Renewal Email Sent. The workflow will add this tag after the email goes out. This makes it easy to see which contacts have already received a reminder.

Before you start, make sure you have:

• A custom field named Contract Renewal Date.
• The field type is set to Date Picker.
• A tag named Contract Renewal Email Sent.
• A valid email address for each client.
• The correct contract end date is saved in each contact record.

Take a few minutes to check your contact data. If a date is wrong or missing, the workflow cannot send the reminder at the right time. Once these items are ready, you can start building your Contract Renewal Reminders workflow in GHL.

Contract Renewal Reminders are created in the Automation area of GoHighLevel. You will build a simple workflow that checks a client’s Contract Renewal Date and sends an email reminder 30 days before the contract ends.

The setup only takes a few steps. You will create the trigger, add the email, apply a tracking tag, and publish the workflow. Once it is live, your Contract Renewal Reminders can run on their own and help you stay on top of client renewals.

• Access the Workflow Builder from the Automation Section.
• Set the Custom Date Reminder Trigger After Renaming Your Workflow.
• Rename the Custom Date Reminder Trigger and Add a Filter.
• Add the Contact Date Field to the First Filter Before Adding Another Filter.
• Set the Number of Days for This Trigger Before Saving It.
• Search for and Add the Send Email Action Element.
• Set the Sender Name, Email Address, and Subject Line.
• Add the Email Subject Line and Body.
• Search for and Add the Add Contact Tag Element.
• Set the Contract Renewal Reminders Tag Before Saving the Action Element.
• Publish and Save Your Workflow.

To start, make sure you are logged in to your GoHighLevel sub-account. Create a custom field called Contract Renewal Date and set its type to Date Picker. After that, manually set the client’s subscription end date as their Contract Renewal Date under their contact details. Additionally, don’t forget to create a tag called Contract Renewal Email Sent.

• Create the workflow using the Workflow Builder in the Automation section.

1.1 Click Automation.

• You will be taken to the Workflows tab by default.

1.2 Click Workflows.

• You will see a list of workflows, along with options such as Create Folder, Build Using AI, and + Create Workflow.

1.3 Click + Create Workflow.

• A dropdown menu will appear with several options, including + Start from Scratch.

1.4 Click + Start from Scratch.

• You will be taken to the Workflow Builder.

• Rename your workflow, then set the Custom Date Reminder trigger.

2.1 Rename your workflow.

• Click the Pencil icon at the top of the Workflow Builder and enter a new workflow name.

2.2 Click the Add New Trigger button.

• The trigger library will appear, where you can search for and select a trigger.

2.3 Search for and click Custom Date Reminder.

• You will be taken to the trigger settings.

• Give the Custom Date Reminder trigger a clear name, then add a filter.

3.1 Rename the Custom Date Reminder trigger.

• This makes it easier to identify on the workflow canvas.

3.2 Click the + Add Filters button.

• A filter dropdown will appear below the + Add Filters button.

• Choose the Contact Date Field then select your created Custom Field.

4.1 Select the Custom Date Reminder filter in the first filter dropdown.

• A secondary dropdown will appear where you can select a survey.

4.2 Select the Custom Field you just created to use for this trigger.

• The Custom Field will appear in the dropdown field.

4.3 Click the + Add Filters button.

• A second filter dropdown will appear below the first filter.

• Set the number of days before the trigger runs.

5.1 Select Before no. of days.

• A second dropdown will appear where you can enter a value.

5.2 Set the value to 30 days.

5.3 Click the Save Trigger button.

• The Custom Date Reminder trigger will now appear on the workflow canvas.

• Click the Add Actions button, then search for and choose the Send Email action element.

6.1 Click Add New Element.

• The action element library should appear on the right side of the canvas.

6.2 Search for and select the Send Email action element.

• You will be taken to the Send Email settings.

• Set the sender details and email subject for this workflow email.

7.1 Rename the Send Email action element.

• Use a clear and simple name.

7.2 Add the sender name.

• You can also use a custom value for the sender name.

7.3 Add the sender email address.

• You can also use a custom value for the sender email.

• Enter your email subject and message.

8.1 Enter the email reminder subject line.

• Keep the subject short and clear.

8.2 Enter the Contract Renewal Email body.

• Keep the message short and polite, but detailed.

8.3 Click the Save Action button.

• The Send Email action element will now appear on the workflow canvas.

• Click the Add Actions button, then search for and choose the Add Contact Tag action element.

9.1 Click Add New Element.

• The action element library should appear on the right side of the canvas.

9.2 Search for and select the Add Contact Tag action element.

• You will be taken to the Add Contact Tag settings.

• Rename the action element, then set the Contract Renewal Reminders tag before saving the action element.

10.1 Rename the action element.

• This helps make the workflow easier to read on the workflow canvas.

10.2 Set your created tag.

• Select the tag you just created.

10.3 Click the Save Action button.

• The action element should now appear on the workflow canvas.

• Turn on Publish and save your workflow.

11.1 Turn on the Publish button.

• The toggle will turn blue to show that it is active.

11.2 Click Save.

• The red dot on the Save button will disappear, confirming that your workflow has been saved.

Your Contract Renewal Reminders do not need much work after setup. A few quick checks can help keep everything running the right way.

The main thing to watch is your client data. If a date is wrong or missing, the reminder may not go out when you expect. It is also a good idea to check that each client has a valid email on file.

These tips can help:

• Keep your email short.
• Use a clear email subject.
• Add the contract end date.
• Tell the client what to do next.
• Check the client’s email details.
• Check contract dates often.
• Use simple tag names.
• Test the workflow first.

Most problems are easy to fix. A missing date, a bad email, or a workflow that is not live can stop a reminder from being sent.

When your data is correct, Contract Renewal Reminders can do the work for you. That means less time spent checking dates and more time spent helping your clients.

Once your Contract Renewal Reminders are live, you can spend less time on contract dates. GHL can watch the dates and send reminders for you.

This means you do not need to check dates by hand as often. The system can help you keep up with renewals and stay on track.

Here is what you can expect:

• Save time each week.
• Miss fewer renewal dates.
• Keep in touch with clients.
• Give clients time to renew.
• Stay on top of key dates.
• Make renewals easier to track.
• Use the same process for each client.

You can also see which contacts have had a reminder sent. This makes it easier to check your work and spot any gaps.

Contract Renewal Reminders give you a simple way to keep up with renewals. Less time goes into date checks, and more time goes into helping your clients.

If this is your first time setting up Contract Renewal Reminders in GHL, you may have a few questions. Below are some common questions that can help you set up, test, and manage the workflow with confidence.

Contract Renewal Reminders give you a simple way to stay on top of client renewals. Instead of checking dates by hand, you can let GHL send reminders for you when a contract end date gets close.

Once the workflow is in place, the process runs on its own. That means less time spent on admin tasks and less risk of missing an important renewal date.

Here is a quick look at what you set up:

• Created a Contract Renewal Date field.
• Added a Contract Renewal Email Sent tag.
• Built a renewal workflow.
• Set the reminder for 30 days before the renewal date.
• Added an email reminder.
• Tested and published the workflow.

Small workflows like this can save time and help you stay organized. They also help you keep in touch with clients at the right time without adding more work to your day.

If you have not set up Contract Renewal Reminders yet, this is a good one to start with. It is easy to build, easy to manage, and can help you keep up with client renewals as your business grows.

Have you tried Contract Renewal Reminders in GHL yet? It is a simple way to keep key dates in view and make sure your clients hear from you before a contract comes to an end.

Check back to the GHL Growth Garage blog for more GoHighLevel mini-guides, tips, and easy ways to get more from your GHL account.