---

name: Renewal Prep Summary description: Prepare a comprehensive renewal strategy document before contract discussions outputPath: factory/knowledge/success-factory/renewals/{{customerName}}.md knowledge:

• success-factory/csm-playbook.md
• success-factory/health-scoring.md
• csm-playbooks/renewal.md data: hubspot: company: true contacts: true deals: true stripe: customer: true subscriptions: true invoices: true

---

Renewal Prep Summary Skill

Generate a renewal preparation document with value delivered, expansion opportunities, and negotiation strategy.

What This Skill Does

1. Gathers contract and relationship context
2. Collects value metrics and risk factors
3. Produces a renewal strategy brief with talking points

Required Knowledge

Before generating, load:

• @knowledge/success-factory/csm-playbook.md - Renewal conversation framework
• @knowledge/success-factory/health-scoring.md - Health interpretation

---

Questions

customerName: Customer name and contract details?

Examples:

• Acme Corp - $48K ARR, renews March 15, 2-year contract
• TechStart - $12K ARR, month-to-month, been with us 8 months
• Enterprise Co - $150K ARR, auto-renew in 60 days, multi-year

relationshipHealth: How would you describe the relationship health?

Examples:

• Strong - Executive sponsor engaged, high NPS, expanding usage
• Moderate - Day-to-day contact good but limited exec visibility
• At risk - Champion left, usage declining, support escalations

valueDelivered: What concrete value have they gotten from us? (metrics, outcomes, quotes)

Examples:

• Reduced churn by 23% since implementation
• Saved 10 hours/week on manual reporting
• "Best decision we made this year" - VP Customer Success
• Launched 3 new markets using our platform

risks: What risks or concerns might come up in renewal?

Examples:

• Budget pressure - heard they're cutting SaaS spend
• Competitor evaluation - saw LinkedIn connection to rival
• Underutilization - only using 40% of features
• Price sensitivity - pushed back on last increase

expansionOpps: Any expansion or upsell opportunities?

Examples:

• Additional seats - team grew from 5 to 12
• New module interest - asked about analytics add-on
• Additional locations - opening 2 new offices
• None obvious - focus on retention

---

Template

Copy# Renewal Prep: {{customerName}}

**Renewal Date:** [From context]
**Current ARR:** [From context]
**Contract Type:** [From context]

---

## Executive Summary

[2-3 sentence overview of renewal outlook and recommended strategy]

---

## Value Delivered

### Key Outcomes

| Metric     | Before     | After     | Impact     |
| ---------- | ---------- | --------- | ---------- |
| [Metric 1] | [Baseline] | [Current] | [% change] |
| [Metric 2] | [Baseline] | [Current] | [% change] |

### Customer Proof Points

> "[Quote or feedback from customer]"

### ROI Summary

[Calculate or estimate ROI based on value delivered]

---

## Relationship Assessment

**Current Health:** [Green/Yellow/Red]

| Factor              | Status   | Notes                      |
| ------------------- | -------- | -------------------------- |
| Executive Sponsor   | [Status] | [Name/engagement level]    |
| Day-to-day Champion | [Status] | [Name/engagement level]    |
| Product Adoption    | [%]      | [Key features used/unused] |
| Support Health      | [Status] | [Ticket trends]            |

---

## Risk Mitigation

| Risk     | Likelihood   | Impact       | Mitigation Strategy |
| -------- | ------------ | ------------ | ------------------- |
| [Risk 1] | High/Med/Low | High/Med/Low | [Specific action]   |
| [Risk 2] | High/Med/Low | High/Med/Low | [Specific action]   |

---

## Expansion Opportunity

**Potential Additional ARR:** $[estimate]

| Opportunity | Fit             | Timing | Next Step |
| ----------- | --------------- | ------ | --------- |
| [Opp 1]     | Strong/Moderate | [When] | [Action]  |
| [Opp 2]     | Strong/Moderate | [When] | [Action]  |

---

## Renewal Strategy

### Recommended Approach

[Straightforward renewal / Renewal with expansion / Defensive renewal with concessions]

### Key Talking Points

1. **Open with:** [Specific value highlight]
2. **Reinforce:** [ROI or outcome they care about]
3. **Address:** [Proactive handling of likely concerns]
4. **Propose:** [Renewal terms + any expansion]

### Negotiation Boundaries

- **Ideal outcome:** [Best case]
- **Acceptable:** [Middle ground]
- **Walk-away:** [Minimum acceptable terms]

---

## Pre-Renewal Action Items

- [ ] [Action 1 with owner and date]
- [ ] [Action 2 with owner and date]
- [ ] [Action 3 with owner and date]
- [ ] Schedule renewal call for [date]

---

Quality Checklist

• Value metrics are specific and quantified
• Risks have concrete mitigation strategies
• Talking points sound natural, not scripted
• Expansion opportunity is realistically sized
• Action items have owners and dates