Draft and Send Renewal or Follow-Up Reminder
For accounts approaching a renewal, contract review, or follow-up date — research the relationship, draft the outreach, and send after approval.
The prompt
I need to send a renewal outreach email to [Contact Name] at [Company]. The renewal or follow-up date is [date]. Step 1: Search my emails and Teams from the last 6 months for all communications with [Contact Name]. Identify: what they care about, any concerns raised, value they acknowledged, any pricing or timing sensitivities mentioned. Step 2: Draft a brief, direct email (under 150 words) that: - References something specific from our recent history — not a generic opener - States the purpose (renewal discussion / check-in) - Proposes a specific next step (call, reply, meeting) - Does not include pricing or contract terms Step 3: Show me the draft. Wait for my approval and any edits. Step 4: Send after I approve. Confirm when sent.
How to use it
- 1Select Copy the prompt above.
- 2Paste it into Microsoft 365 Copilot.
- 3Replace anything in brackets with your own detail, then send it.
Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.
Written for
Account Manager, Sales, Customer Success
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From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.