renewal-prep

name	renewal-prep
description	Use when preparing an evidence-backed brief for an upcoming customer renewal from contract, ARR, dated outcomes, usage, and risk evidence. Not for health scoring; use health-score.
role_groups	["customer_success","sales"]
jtbd	Renewals sneak up and you're not prepared. This gathers account history and value delivered, identifies expansion opportunities, flags risks or concerns, and creates a renewal strategy so you maximize retention and growth.
time_investment	20-30 minutes per renewal

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 a value or imply that a recommendation is approved.

Truth and uncertainty rules

Use observed for a contract fact, ARR value, or dated outcome directly supported by a source, inferred for an interpretation, unknown for missing evidence, stale for evidence outside the relevant period or freshness, and contradictory when credible sources disagree. State confidence and its basis. Never invent dates, metrics, owners, intent, money, percentages, causes, status, or evidence. Recommendations are not human decisions.

Output contract

Return a renewal brief containing:

• account, contract/order form/amendment citations, ARR and currency, renewal date/term, as-of, source dates, and confidence;
• a value-delivered ledger of dated outcomes with evidence, plus clearly marked unknown ROI or unsupported claims;
• adoption/support context, risks with evidence, and unknowns kept in separate sections;
• pricing, commitments, strategy approval, and customer communication questions explicitly marked for human authorization;
• non-binding options and next checks with an owner only when that owner is sourced; and
• a source register, stale inputs, unresolved contradictions, and a clear list of evidence not found. Do not present the brief as an approved renewal plan.

Safety and write boundaries

Remain read-only by default. Do not edit contracts, billing, ARR, CRM, pricing, commitments, or customer records, and do not send customer communication. If a write, export, pricing change, commercial action, or other communication is requested, preview the exact target, content, audience, and side effects; redact secrets or unapproved personal/confidential content; wait for explicit confirm from the authorized human owner; then perform only that approved action.

Verification and recovery

Read back the contract, latest amendment, ARR evidence, renewal dates, and every cited dated outcome. Reconcile ARR and currency to the contract/billing basis, check date arithmetic and account identity, and fail closed when a check cannot be completed. If a source read fails or evidence conflicts, preserve the brief, mark the affected conclusion unknown or blocked, record the failure, and rerun after refresh. Never silently resolve a contract contradiction or promote an inferred risk to fact.