From Reshop Chaos to Proactive Control: Our Exact Renewal Process
Episode 140 of the The Scratch Agency Podcast podcast, hosted by The Scratch Agency Podcast, titled "From Reshop Chaos to Proactive Control: Our Exact Renewal Process" was published on November 25, 2025 and runs 22 minutes.
November 25, 2025 ·22m · The Scratch Agency Podcast
Summary
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!
Episode Description
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.
π‘ Whether youβre running a solo shop or scaling a team, this episode helps you rethink your entire approach to renewals β and gives you the language, tools, and structure to make the process more intentional, efficient, and impactful.
π₯ If youβve ever had a client say βI havenβt heard from you in 3 years,β or youβre tired of last-minute reshops, this episode is a playbook for leveling up your service rhythm.
π Timestamps:
00:00 β Intro: T5 Hats, Socks & Community Chats
02:45 β Why Renewal Touchpoints Matter More Than Ever
06:13 β Automations: Email, Text & Booking Links
11:40 β Renewal Audits, Checklists & Internal Decision Trees
17:25 β Monoline vs. Packaged Accounts & Cross-Sell Triggers
21:10 β Tracking Mortgage Billing & Preventing Cancellations
26:03 β When to Shop vs. When to Stay Put
30:14 β How to Warm Clients Up to Inevitable Increases
34:46 β CRM Tags, Team Roles & Standardizing Outreach
40:05 β Documenting the Process & Running It as a Team
45:20 β Final Advice: Clarity, Consistency & Client Confidence
π§ Listen on Spotify:
https://open.spotify.com/show/7hutxCZ5NUPqF5hRdC79Hl?si=33a6cfadba084957
π² Follow us on Instagram:
https://www.instagram.com/thescratchagencypodcast
π Join our Telegram Community:
https://t.me/+cISob2kA3pAyMmY5
π» Visit Our Website:
https://scratchagencypodcast.com
Thanks for tuning in to The Scratch Agency Podcast.
Like, share, and subscribe for more real-world conversations about building from scratch.
Own your future β weβll see you next week!
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