renewal-playbook

# 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 --- # Renewal Playbook: [Account Name] **Renewal date:** [Date] **Current ARR:** [£/$/€ X] **Target renewal ARR:** [£/$/€ X — flat / +X% expansion / contraction risk] **Health status:** [Green / Amber / Red] **CSM:** [Name] **Account executive:** [Name] **Days to renewal:** [X days] --- ## 1. Account Health Snapshot | Dimension | Score (1–5) | Evidence | |---|---|---| | **Product adoption** | [X/5] | [e.g. 3 of 5 purchased seats active; core feature used weekly] | | **Business outcomes** | [X/5] | [e.g. Customer reports X% improvement in [metric]; no formal ROI review done] |...