Contract Expiry on WhatsApp
Send automatic notifications to clients approaching the expiry of their financial contracts.

The Challenge
Many contracts expire without clients being contacted in time. This causes loss of renewals and opportunities.
How It Works on WhatsApp
- Automatic Alert
- The system sends a notification 30, 15, and 7 days before expiry.
- Renewal Proposal
- Present available renewal or upgrade options.
- Booking
- The client can book an appointment to discuss renewal.
- Confirmation
- After renewal, send confirmation and new contract documents.
Example Conversation
Business Impact
Customization Options
Adapt this solution to your contracts:
- Insurance policies
- Investment funds
- Loans
- Mortgages
- Deposit accounts
- Premium subscriptions
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Explore case studiesReady to Never Miss Renewals?
Automate expiry notifications.
What your customer actually receives
Every automation you build lands as a normal WhatsApp conversation. This is the same journey, seen from the other side of the screen.
Your customer’s WhatsApp
Spoki · WhatsApp Business API
- 1Discovery
Hi Sara! Thanks for your interest — want me to show you the options that fit you best?
09:41
Triggered by an ad click, a form or a QR code. No app to install.
- 2Consideration
Here are the three most popular choices. Tap one and I’ll send you the details.
09:43
The AI agent answers questions in real time and hands over to a human on request.
- 3Decision
Your cart is saved. Complete the order here — payment happens inside the chat.
13:07
Checkout and payment without leaving the conversation.
- 4Retention
Your order shipped. Track it here — and let me know how it goes.
18:20
Shipping updates, feedback requests and reorders on the same thread.
One thread, start to finish. Your customer never repeats themselves and never loses the history.
Where this plays out
Operations teams use Spoki to automate the notifications and confirmations that fill their inbox.
