Multi-Year Renewal Proposal
Generates 1/2/3-year renewal proposal variants from your HubSpot deal data — with stacked uplift math, locked-in pricing, and a side-by-side savings comparison customers can't argue with.
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Every run generates 1-, 2-, and 3-year variants but leads with the three-year proposal. Why: starting at the multi-year option converts dramatically better than starting at the one-year and "selling up." Most renewal teams default to the wrong anchor and leave money on the table.
Configure your one-year uplift (e.g., 7%) and your multi-year uplifts (e.g., 2% / 3% / 3%) once. The agent calculates total contract value for each variant, shows the year-by-year price, and surfaces the dollar-savings vs. three stacked one-year renewals. Customers see the math; you don't have to defend it.
Pulls the actual renewal deal from HubSpot — current ARR, customer name, renewal date, owner — and writes the proposal around it. No template gaps. If your portal has the contract end date and current price, the agent works out everything else.
For customers more than 60 days from renewal, the agent can include an early-sign incentive — typically a reduced first-year uplift in exchange for committing early. Mirrors the playbook used at Quickbase to pull renewals forward.
Outputs a complete proposal email — three options laid out, recommended option called out, savings table, next-step CTA — that the renewal specialist can send as-is or paste into HubSpot Sequences.
