Renewal Prep

When to use

Use for a named account and upcoming renewal when the requester needs a traceable summary of contract terms, ARR, value delivered, risk, unknowns, and preparation questions. Confirm the account identity, renewal scope, and as-of date before gathering evidence.

Do not use this skill to renew or terminate a contract, set pricing, promise commitments, approve strategy, update CRM, or communicate with the customer. Not for health scoring, legal contract interpretation, or a commercial decision made on behalf of a human authority.

Inputs and source discipline

1. Record account identity, contract/order form and amendments, renewal date/term, ARR or other commercial measure, currency, source dates, date checked, and explicit as-of date. Prefer the latest signed contract and amendments, then billing/ARR evidence, then CRM facts, then dated customer-success notes and customer communication. Cite every source; never invent a missing date, value, owner, or term.
2. Keep contract value, billed ARR, estimated value, usage, support events, and outcomes in separate fields. Reconcile units, currency, period, and account identity before comparing. Treat a CRM field as a lead to evidence, not proof when it conflicts with a signed source.
3. For value delivered, collect each dated outcome with its source, date, and relationship to the product. Do not turn activity, a positive sentiment, or an unverified claim into an outcome or ROI metric.

Method

1. Work read-only and build an evidence ledger for contract/ARR/renewal facts, adoption and support context, and dated outcomes. State whether each item is observed, inferred, or a recommendation.
2. Verify the renewal date, term, notice conditions, and ARR from cited contract or billing evidence. Calculate any time-to-renewal only from the supplied reference date and state the date basis; if dates conflict, show the contradiction rather than selecting one silently.
3. Separate risk from unknown: call something a risk only when dated evidence shows a concern, exposure, or likelihood of an adverse renewal outcome; call it unknown when the evidence needed to assess it is missing, stale, or contradictory. Do not infer risk from silence alone.
4. Present pricing, commitments, packaging, strategy, and customer communication as options and approval questions. Include expansion ideas only when need and fit are sourced; never invent