菜单
Use when preparing a renewal or forecasting a renewal cycle — produces a written per-account risk review from leading indicators, naming the risk, the evidence, the play, and the walk line so renewals are worked early instead of scrambled the week they're due.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Use when you need to assess whether a client account is healthy, at risk, or slipping — before renewal, after a rough patch, or on a regular cadence — and decide what to do about it.
Use when a client request is ready to become production work and you must brief creative or media — turning a vague ask into an objective, an audience, and constraints the team can build against.
Use when responding to an RFP or writing a new-business proposal — to decide whether to pursue it, shape the offer, and produce a document a client can say yes to.
Use when preparing the quarterly review a client account faces — to report results against the objective honestly, read what worked, and set what the next quarter buys.
Use when you need to write or change a statement of work — turning an agreed offer into a scope, deliverables, price, and terms that both protect the client and defend the agency's margin.
Use when reviewing compensation for a role, a team, or the whole population — checks where people sit against defensible bands, finds equity gaps, and produces a ranked, costed set of adjustments.
| name | renewal-risk-review |
| description | Use when preparing a renewal or forecasting a renewal cycle — produces a written per-account risk review from leading indicators, naming the risk, the evidence, the play, and the walk line so renewals are worked early instead of scrambled the week they're due. |
A playbook for walking into a renewal already knowing whether it's at risk and what you'll do about it. The failure mode it prevents: a renewal worked the week it's due, discovered to be in trouble too late to save, and a forecast that's really just a hope.
Renewal risk review: per-account classification (safe / at-risk / likely-loss) with evidence → biggest threat and the counter-play with owner and due date → ask, levers, and pre-set walk line → cycle forecast (expected / at-risk value) tracked to outcome.
