Free, customisable contract renewal notice designed specifically for Australian professional services businesses. Copy, customise, and automate - built by Harvard-educated experts.
Setup Time
10 minutes
Complexity
intermediate
Tools
HubSpot, PandaDoc, Xero
Copy this template and customise it for your business.
# Contract Renewal Notice - Professional Services ## Purpose Trigger 60 and 30 days before contract expiry to reduce churn and give clients time to review terms. ## When to Use A professional contract renewal reminder sent ahead of expiry, outlining renewal terms, any changes, and the process to continue the relationship. ## Instructions 1. Review the template below and familiarise yourself with the structure 2. Replace all [bracketed placeholders] with your professional services business details 3. Customise the tone and formatting to match your brand 4. Save in your preferred tool (HubSpot or PandaDoc) --- Subject: Your contract with [Company Name] is due for renewal on [Renewal Date] Hi [Client Name], I am writing to let you know that your current agreement with [Company Name] is due for renewal on [Renewal Date]. We wanted to give you plenty of notice to review the terms and discuss any adjustments. **Current Contract Summary:** - Contract Start Date: [Start Date] - Current Expiry Date: [Expiry Date] - Services Covered: [Brief Description of Services] - Current Rate: $[Amount] per [month/quarter/year] (ex. GST) **Highlights from the past [contract period]:** - [Achievement 1, e.g. "Processed 1,200 automated workflows, saving approximately 15 hours per week"] - [Achievement 2, e.g. "Maintained 99.8% system uptime across all integrations"] - [Achievement 3, e.g. "Delivered 4 new automations beyond the original scope"] **Renewal Terms:** For the upcoming period, we are proposing the following: - Renewal Period: [Duration, e.g. "12 months"] - Updated Rate: $[Amount] per [month/quarter/year] (ex. GST) - [Any changes, e.g. "Expanded scope to include monthly reporting" or "No changes to existing terms"] [If price increase: "The adjustment of [X]% reflects [reason, e.g. increased scope / market adjustments / additional services added during the current period]. We are committed to ensuring this continues to represent excellent value for your business."] **To renew:** Please review and sign the attached renewal agreement, or click here to sign online: [DocuSign/PandaDoc Link] **To discuss:** If you would like to review the terms, adjust the scope, or explore different options, I am happy to schedule a call. You can book a time here: [Booking Link] We have valued our partnership over the past [period] and look forward to continuing to deliver results for your business. Warm regards, [Your Name] [Your Title] [Company Name] [Phone Number] --- **Complexity:** intermediate | **Setup time:** 10 minutes | **Tools:** HubSpot, PandaDoc, Xero Note: This template has been tailored for professional services businesses in Australia. Adjust terminology and compliance references to match your specific context.
Follow these steps to get the most out of this template.
Customise the placeholder fields (marked in [brackets]) with your professional services specific business details
Set up automation triggers to populate dynamic fields automatically using your existing tools
Copy the contract renewal notice template below and paste it into your professional services preferred tool or document
Save the customised version as a reusable template in your document management system
Schedule a quarterly review to update the template based on feedback and changing requirements
Make this template your own with these recommendations.
Add your company logo, colours, and branding elements where indicated
Remove any sections of the contract renewal notice that do not apply to your specific use case
Create multiple versions for different customer segments or use cases
Add industry-specific terminology and compliance language relevant to your professional services sector
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