Agent skill
renewal-prep
Prepare for upcoming renewal
Install this agent skill to your Project
npx add-skill https://github.com/davekilleen/Dex/tree/main/.claude/skills/_available/customer-success/renewal-prep
SKILL.md
Purpose
Prepare comprehensive renewal strategy with value summary, risk mitigation, and expansion opportunities.
Usage
/renewal-prep [account-name]- Prepare for specific account renewal
Steps
-
Gather account context:
- Contract value and terms
- Start date and renewal date
- Product usage and adoption
- Support history
-
Document value delivered:
- Key wins
- ROI metrics
- Problems solved
- Relationship strength
-
Identify expansion opportunities:
- Additional products/features
- More users/seats
- Upgraded tiers
-
Assess risks:
- Adoption issues
- Unresolved concerns
- Competitor activity
- Budget constraints
-
Create renewal strategy:
- Value narrative
- Pricing/packaging
- Risk mitigation
- Timeline
Output Format
# Renewal Prep: [Account]
**Current ARR:** $[Amount]
**Renewal date:** [Date] ([X] days away)
**Contract type:** [Terms]
## Value Delivered
- [Win 1]
- [Win 2]
## Expansion Opportunities
- [Opportunity] - Potential value: $[Amount]
## Risk Factors
- [Risk] - Mitigation: [Plan]
## Renewal Strategy
**Pricing:** [Recommendation]
**Timeline:** [Key dates]
**Next steps:** [Actions]
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