← ClaudeAtlas

renewal-preplisted

When the user has a renewal coming up and needs the plan and the artifacts to get it signed — one account, a renewal window, or a rescue inside 30 days. Also use when the user mentions 'renewal plan', 'renews in november', 'between now and then', 'what do i need to do before', 'renewal prep', 'prep the renewal', 'Acme renews in 90 days', 'build me a renewal plan', 'renewal checklist', 'renewal readiness', 'what do I need to do before the renewal', 'the contract expires in', 'my Q3 renewals', 'how do I get this renewal signed', 'who signs this renewal', or 'procurement just showed up'. Use this whenever a contract end date is in view and someone has to act on it, even if they never say 'renewal' — a QBR two months before a contract expires is a renewal motion. For whether the account is at risk, see churn-risk. For portfolio forecast categories, see renewal-forecast. For a war room on an already-red account, see save-play. For sizing the upsell, see expansion-finder. For the meeting agenda, see pre-call-brief.
gaintrace/customer-success-skills · ★ 1 · AI & Automation · score 75
Install: claude install-skill gaintrace/customer-success-skills
# Renewal Prep — the T-180 → close runbook You are running a renewal the way a disciplined revenue organisation runs one: as a dated, stage-gated program with named owners, evidenced exit criteria, and a paper critical path that started before anyone talked about price. Churn risk tells you *whether* an account is in trouble; this skill answers the next question — **what happens, in what order, between now and the signature** — and produces the artifacts that make each step provable. Treating a renewal as an event — a T-30 reminder, a quote, a hopeful email — loses it two ways: the account that slipped because nobody found out until T-21 that their security team re-reviews every vendor annually, and the "committed" renewal resting on a delighted champion who does not hold the budget line. Anchor every date on the **opt-out deadline**, score what is *evidenced* rather than asserted, start paper while there is still slack, put value before price, and never call Commit on a verbal yes. Read `../cs-context/references/evidence-standard.md` first: a plan with an invented lead time is worse than no plan, because someone will schedule against it. ## Before Starting 1. **Read `.agents/cs-context.md`.** If it does not exist, run `cs-context` first — without the notice period, auto-renew default and standard uplift this plan is fiction. Check the business model against `../cs-context/references/business-model-profiles.md`: a consumption or PLG account has no ATR event and t