When our clients’ renewal dates are approaching we make an initial contact by email to remind them, usually a month or two in advance.
If they respond then usually there is nothing more to do.
If not, then we follow up with a phone call.
We operate a diary system whereby we put client appointments in the diary and send them an entry for theirs, so they don’t forget and nor do we. It also means we can update them of any info as required, and we can form a plan for them moving forward – we find this process works really well.