Warn annual members before they renew

How many renewals come up in the next 30, 60 and 90 days, by plan, and how much revenue is that? Then list the Annual members who renew in the next 30 days, with their renewal date and amount, and draft a short heads-up note I can send them. Do not send anything.

When to use it

Once a month. A member who forgot about an annual charge is more likely to ask for a refund than one who was told a week ahead. The forecast also shows you what is coming in next month before it arrives.

Before you start

• A connected MemberPress site (start here).
• Recurring plans with at least one renewal cycle behind them, so there is something to forecast.

What your AI does

1. Pulls the renewal forecast: active subscriptions whose paid time ends in the next 30, 60 and 90 days, per plan, with the revenue at stake and each plan’s renewal rate over the last six months (memberpress_renewal_forecast).
2. Finds the Annual plan and its active subscriptions (memberpress_list_memberships, memberpress_list_subscriptions).
3. Reads each subscription’s latest payment to find the renewal date, and keeps the ones due in the next 30 days (memberpress_list_transactions).
4. Looks up names and emails (memberpress_get_member) and drafts the note in the chat.

What you get back

For a site like example-studio.example, the renewals come back like this:

Renews in	Monthly	Annual	Revenue at stake
Next 30 days	172	2	$3,648
31 to 60 days	0	6	$1,140
61 to 90 days	0	11	$2,090

Annual member	Renews on	Amount
Marcus Bell, [email protected]	November 8	$190
Priya Raman, [email protected]	November 19	$190

Hi Marcus, a quick heads-up: your Example Yoga Studio annual membership renews on November 8 for $190. You don’t need to do anything to keep your classes. If you’d like to change plans or update your card first, you can do it from your account page. Thanks for another year with us.

Monthly members renew every month, so they all fall in the first 30 days.

What it changes

Nothing. Every tool here only reads, and nothing is emailed. Copy the note into your email app or member email tool. The lookups appear in the activity log on your site.

Revenue at stake assumes every renewal goes through. The renewal rate in the forecast tells you how many usually do.

Variations

• Any plan: “Which renewals over $100 are due in the next 14 days?”
• Just the forecast: “What renewal revenue should I expect next month, and how does that compare with the last six months’ renewal rate?”
• Pair it with failed payments: “Of last month’s annual renewals, which ones failed?”
• MemberPress’s own reminders: “Which reminder emails are set up, and do any go out before a renewal?”