From Reshop Chaos to Proactive Control: Our Exact Renewal Process

In Episode 140 of the Scratch Agency Podcast, co-hosts Stephen Turnbull and Shawn Fitzgerald break down their step-by-step renewal workflows, sharing what works (and what doesn't) when it comes to proactive client retention, automations, audits, and upsell opportunities.From custom renewal checklists and 60-day touchpoints to virtual team involvement and CRM triggers, Stephen and Shawn get deep into the weeds on how they structure renewal reviews that drive retention, increase cross-sells, and prevent cancellation headaches before they start.💡 Whether you’re running a solo shop or scaling a team, this episode helps you rethink your entire approach to renewals — and gives you the language, tools, and structure to make the process more intentional, efficient, and impactful.🔥 If you’ve ever had a client say “I haven’t heard from you in 3 years,” or you’re tired of last-minute reshops, this episode is a playbook for leveling up your service rhythm.🕒 Timestamps:00:00 – Intro: T5 Hats, Socks & Community Chats02:45 – Why Renewal Touchpoints Matter More Than Ever06:13 – Automations: Email, Text & Booking Links11:40 – Renewal Audits, Checklists & Internal Decision Trees17:25 – Monoline vs. Packaged Accounts & Cross-Sell Triggers21:10 – Tracking Mortgage Billing & Preventing Cancellations26:03 – When to Shop vs. When to Stay Put30:14 – How to Warm Clients Up to Inevitable Increases34:46 – CRM Tags, Team Roles & Standardizing Outreach40:05 – Documenting the Process & Running It as a Team45:20 – Final Advice: Clarity, Consistency & Client Confidence🎧 Listen on Spotify:https://open.spotify.com/show/7hutxCZ5NUPqF5hRdC79Hl?si=33a6cfadba084957📲 Follow us on Instagram:https://www.instagram.com/thescratchagencypodcast🔗 Join our Telegram Community:https://t.me/+cISob2kA3pAyMmY5💻 Visit Our Website:https://scratchagencypodcast.comThanks for tuning in to The Scratch Agency Podcast.Like, share, and subscribe for more real-world conversations about building from scratch.Own your future — we’ll see you next week!