Renewal Playbook Skill

This skill produces a complete renewal playbook for a specific customer account, covering health assessment, commercial strategy, negotiation preparation, expansion opportunity mapping, and a step-by-step timeline. Output is ready for the CSM or account team to execute 90–180 days before renewal.

Required Inputs

Ask the user for these if not provided:

• Account name
• Renewal date
• Current ARR and proposed renewal ARR (if different)
• Account health — RAG status and main reasons (or describe the account situation)
• Key stakeholders — economic buyer, champion, and any detractors
• Renewal risk factors — budget pressure, low adoption, competitive threat, champion departure, etc.
• Expansion opportunity — any upsell or cross-sell potential?
• Contract terms — current plan, duration, and any terms up for renegotiation

Output Structure