Renewals
Renewal playbook · Brooklyn portfolio
v4 · published 5 days ago
LIVE
Standard rate increase
+3% on renewal · default offer
Retention discount tier 1
On-time 12+ mo: hold rate (0%)
Retention discount tier 2
On-time 24+ mo: hold rate + waive admin
Free month incentive
Allowed for tier 2 only · max 1× per 24mo
Discount floor
−3.5% from standard · agent cannot exceed
Auto-escalate
Counter-offers below floor → human rep
Agent applies these rules verbatim · audit log per conversation
Your rules. Your incentives. The agent's words.
You define the playbook — when to offer a discount, how much, what concessions are okay, what triggers a human escalation. The agent runs the conversation verbatim, every time.
Pricing rules - Standard rate, retention discounts, regional adjustments.
Term flexibility - 12-month, month-to-month, short-term — what you allow
Incentive ladder - Free month, upgrade credit, lock-in bonuses
Escalation triggers - complaint history, large balance, complex ask
Renewal rate lift
+18
%
vs. prior renewal process.
Escalation time
−9
days
Reduction in avg. days outstanding
Sales closed without a human
100
%
Self storage avgerage, 30-day window
Spotting the window. Reaching out at the right moment.
01 · Scanning
Continuous PMS sync
The agent watches your property management system in real time — flagging every lease or membership approaching its renewal date. No spreadsheet, no manual list.
90 / 60 / 30-day windows
Custom rules per property
Auto-updates on lease changes
Real-time PMS sync
02 · Outreach
Multi-channel cadence
Once a renewal window opens, the agent launches a customizable sequence — email, SMS/WhatsApp, voice — to engage the tenant and gauge their intent before it becomes urgent..
SMS/Whatsapp
Voice
Customizable per segment
Whatever they decide, your team knows first
Renewing
Direct link or human close
The agent shares a renewal link straight to your portal, or hands off to your rep to close — either way, the intent is captured and the renewal is in motion.
Portal link sent
Rep handoff with context
Renewal queued in PMS
Status visible to team
Not renewing
Team notified, turnover started
The agent captures intent the moment it's clear and notifies the relevant team members so they can prepare — list the unit, plan turnover, schedule walk-through.
Intent flagged in CRM
Team auto-notified
Turnover window started
Listing alert sent
Take the renewal calendar off your plate
30-minute walkthrough. We'll plug into a sandbox of your PMS and run a real renewal end-to-end.
