Revenue Hub play · Renew & expand

Renewal Radar 90 in HubSpot: every renewal, 90 days out

Renewal Radar 90 is a HubSpot Revenue Hub play that drives renewals off the contract record: a workflow creates a renewal deal and a draft renewal quote 90 days before each renewal date, escalates at 60 and 30 days, and tracks everything on a dedicated renewals pipeline, so no renewal is missed.

By Joe LaGrutta, founder of JayOh · HubSpot Platinum Partner · Updated October 22, 2026 · Part of the HubSpot Revenue Hub playbook

See it in HubSpotTalk to us about this play

The problem: Renewal dates live in a spreadsheet or someone’s memory, so renewals slip, auto-renew at the wrong price, or churn silently.

STEP 1ContractsAccurate renewal dates on every contract record.
STEP 2Workflow90/60/30-day renewal automation off the contract date.
STEP 3PipelineA dedicated renewals pipeline and forecast.
STEP 4Renewal quoteA draft renewal quote built from the contract.
STEP 5MeasureRenewals missed, GRR, share quoted 60+ days out.
Interactive walkthrough

See it in HubSpot, in 8 steps

How to read it: Follow three fictional contracts inside the 90-day window ($300,000 ARR): renewal deals and quotes created automatically, one renewal quoted 40 days out with an uplift, and twelve months of retention reporting. The bar on top shows which part of the play you're on, and the orange boxes point at what matters on each screen.

Try it: open the 90-day contract view (step 2) and set the renewal uplift (step 5). Use Next / Back or your arrow keys. Illustrative mockup with fictional customers.

How to run it

What JayOh builds, step by step

1

Put accurate renewal dates on contracts

Contracts in Revenue Hub hold start, end and renewal dates. Backfill older contracts from signed PDFs, not the spreadsheet, and audit the dates before automating on them.

Where
Revenue > Contracts
Watch for
A workflow running on wrong dates misses renewals faster.
2

Drive renewal workflows off the contract renewal date

A contract-based workflow enrolls every active contract 90 days before renewal and flags the original deal, which triggers the deal-based action Create renewal quote from contract (HubSpot then creates the renewal deal in your renewals pipeline). The workflow escalates at 60 days (quote not sent) and 30 days (no verbal yes).

Where
Automation > Workflows (contract- and deal-based) · Settings > Objects > Contracts > Setup
Watch for
Auto-renewing contracts still need the deal, or uplift gets left on the table.
3

Stand up a dedicated renewal pipeline and forecast

Renewals get their own pipeline with customer-decision stages (90 days out, quote sent, verbal yes, signed), owned by CS and forecast separately from new business.

Where
CRM > Deals > Renewals pipeline
Watch for
Keep renewal ARR out of the new-business forecast.
4

Give CS a contract and billing view on the company record

Add contract, subscription, payment and invoice cards to the company record so the CSM sees what the customer has, pays and owes before the renewal call.

Where
Company record > sidebar cards
Watch for
Never walk into a renewal without knowing about an overdue invoice.

What we measure

How you know it’s working

  • Renewals missed (target zero)
  • Gross revenue retention
  • Share of renewals quoted 60+ days out

What it needs

Before you start

  • Revenue Hub Professional
  • Contracts with accurate renewal dates
  • 1–2 sprints (quick win)

Pairs with

  • At-Risk Renewal Alerts: Usage and health signals that say how worried to be about each renewal.
  • Co-Term Expansion Engine: Mid-term upgrades quoted, prorated and aligned to the renewal date.
  • Board-Ready Revenue Pack: GRR, NRR and ARR reporting the board can trust.

Browse all 28 quote-to-cash plays in the HubSpot Revenue Hub playbook, or start with how to use HubSpot Revenue Hub.

FAQ

Renewal Radar 90 in HubSpot: common questions

How do I automate renewals in HubSpot?

Put accurate renewal dates on Revenue Hub contract records, then build a contract-based workflow that starts the renewal 90 days before the renewal date and hands off to the deal-based action Create renewal quote from contract, which also creates the renewal deal, with escalations at 60 and 30 days and a dedicated renewals pipeline.

Do auto-renewing contracts still need a renewal deal?

Yes. Without a deal and quote, auto-renewals roll over at last year’s price and never get a conversation about uplift or expansion.

Which HubSpot tier does this need?

Revenue Hub Professional, which includes the contracts object, plus contract records with accurate renewal dates.

What should we measure?

Renewals missed (target zero), gross revenue retention, and the share of renewals quoted 60 or more days before the renewal date.

Run this play with JayOh

We build it on your portal.

JayOh is a HubSpot Platinum Partner. A Growth Pod scopes the play against your portal, builds it in sprints and sets up the reporting so you can see it working.