Create a renewals pipeline using HubSpot deals

Steal this HubSpot deal pipeline setup to manage your renewal deals for customer success

Use this template in Arrows
Create a renewals pipeline using HubSpot deals
Made by
Customer Success
Tools used

70-80% of revenue comes after the initial sale 🤯

Yet, so many companies spend much more time thinking about closing new customers than ensuring their existing ones renew and expand.

Especially as sales pipelines slow down, and budgets get tighter – building a clear process to effectively drive renewals will become a powerful growth lever for companies that are invested in making their customers successful.

Here are the steps to create a renewals pipeline in HubSpot using deals. This pipeline will be used as the foundation to build out the rest of your renewals process in HubSpot.

Here's how it works:

1. Add stages based on the time to renewal. For example: 9-12 months, 6-9 months, 3-6 months, 1-3 months, 1 month, Closed Won, and Churned

To configure your deal stages in HubSpot, go to Settings > Objects > Deals > Pipelines

2. Customize the properties shown on your renewal deal cards

Display the expected renewal amount (make sure you clearly state MRR or ARR), account owner, any indication of account health you track, and renewal date on the deal card

🌟 Bonus tip: Once you've got your renewal pipeline set up in HubSpot, you can set up these workflows to automate your renewals process:

Use this template in Arrows

🔐 Steal these workflows!

Explore easy-to-setup templates to kickstart your onboarding process in no time.

View all templates