All services
03 / Renewals & recurring
Keep recurring revenue from lapsing quietly.
A renewal is not a date in a spreadsheet. It is a future invoice that needs a person, a moment, and a reason to act.
See this loop on your numbersHERMES / RENEWALS•••
Upcoming recurring14 active
Next 45 daysBy dateOwnerExceptions
Pine & Co / service agreement
18 Oct28d→Aster / compliance check
26 Oct36d→Morris / annual inspection
04 Nov45d→Next action owner visibleMike · in 7 days
What changesA clean handoff,
A clean handoff,
every time.
The point is not more activity. It is a small number of visible decisions that keep cash moving.
- Upcoming renewals and inspections in one view
- Escalating reminders before the lapse
- Recurring revenue protected by clear ownership
30dof visibility before a renewal lapses
Age it so delay has a cost.
Route it so the next move has a name.
Approve it before anything leaves your control.
The operating rhythmSimple enough
Simple enough
to run.
Use the loop as a shared language between the people who do the work and the people who collect the money.
01
Connect the signal
Bring in the job, invoice, renewal, or receivable record that tells us what happened.
02
Surface the exception
Hermes highlights what is complete, blocked, aging, or about to lapse.
03
Give it an owner
One next action. One person. One date. No more “someone should follow up.”