Prepare a Customer Renewal

{"category":"sales","description":"Use when a CSM or account owner needs to establish renewal readiness for one customer, resolve value or relationship risks, and prepare an evidence-backed commercial recommendation. This ends at renewal strategy readiness and stakeholder agreement, not legal contract execution. Do not use as a generic batch renewal calendar or to autonomously negotiate terms.","inputSchema":{"additionalProperties":false,"properties":{"account":{"description":"Customer account identifier.","minLength":1,"type":"string"},"accountSources":{"description":"Success plan, usage, support, stakeholder communications and last QBR.","items":{"type":"string"},"type":"array"},"contractSources":{"description":"Contract, CRM, order form, pricing, and notice terms where accessible.","items":{"type":"string"},"type":"array"},"renewalWindow":{"description":"Known renewal date or renewal period; disclose uncertainty if approximate.","minLength":1,"type":"string"}},"required":["account","renewalWindow"],"type":"object"},"schemaVersion":1,"steps":[{"expectedOutputs":[{"description":"Verified dates, notice conditions, stakeholder roles, documentation gaps.","kind":"renewal-timeline"}],"id":"5RCK","instructions":"Read the governing renewal terms and CRM fields where authorized. Identify date, notice deadline, auto-renew behavior, contract scope, pricing, procurement/security obligations, signer and any required lead time. Reconcile disagreements between CRM and contract; do not assume a pipeline close date equals the legal renewal date. Use renewal-radar if available to obtain current data, otherwise work from uploaded contract extracts. Gate: the team knows what must happen by when and what remains legally unverified.","resourceHints":[{"kind":"skill","ref":"github:anthropics/knowledge-work-plugins","selector":"sales/skills/renewal-radar"}],"title":"Verify the commercial calendar and contractual reality"},{"expectedOutputs":[{"description":"Value evidence, downside drivers, confidence and at-risk signals.","kind":"renewal-risk-assessment"}],"id":"C0WY","instructions":"Compare current usage, realized customer outcomes and open commitments with the success plan; include stakeholder engagement, support escalations, competitive pressure and budget signals. Mark inaccessible data as unknown. Identify adoption decline versus genuine dissatisfaction and separate external market/budget risks from service failures. Write the strongest argument for renewal and the strongest reason the customer might decline, each grounded in specific evidence. Gate: renewal posture is not inferred from a health color alone.","resourceHints":[],"title":"Establish demonstrated value and risk"},{"expectedOutputs":[{"description":"Decision-maker map, qualification gaps and renewal conditions.","kind":"buyer-readiness"}],"id":"HCZU","instructions":"Map decision owner, budget holder, procurement, legal, champion and timing. Review previous buyer interactions and determine which renewal conditions have been explicitly voiced versus assumed. Prepare targeted discovery questions about value gaps, future priorities, changes in users and procurement milestones. Capture actual feedback when customer discussions occur, rather than projecting internal sentiment onto the buyer. Gate: the remaining commercial uncertainties have a named validation path.","resourceHints":[],"title":"Test the buyer's decision process and conditions"},{"expectedOutputs":[{"description":"Preferred renewal approach, alternatives and risk-remediation actions.","kind":"renewal-strategy"}],"id":"TU31","instructions":"Compare realistic options such as straightforward renewal, term change, value recovery first, phased rollout, expansion alignment or de-scope. For each, note customer value, operational obligations, commercial trade-offs, risk and internal approval needed. Choose a short list of actions to resolve blockers before negotiation; avoid offering discounts or promises beyond authority. Gate: the team has a justified preferred motion and a backup plan tied to evidence.","resourceHints":[],"title":"Develop practical renewal options and risk remedies"},{"expectedOutputs":[{"description":"Commercial-ready renewal assessment, positions and unresolved approvals.","kind":"renewal-readiness-brief"}],"id":"H7ZF","instructions":"Prepare an actionable renewal brief stating confirmed terms, customer value, sentiment evidence, risks, timing, viable offers and points needing AE/AM/Legal approval. Distinguish proposed from approved commercial positions and note blockers requiring action before customer commitment. Record the commercial owner's decision when available; do not assume signature or renewal completion. Gate: commercial negotiation can begin from accurate, current evidence without rediscovering basic account facts.","resourceHints":[],"title":"Review readiness with commercial owner"}],"title":"Prepare a Customer Renewal"}