renewal-prep

Name: renewal-prep
Availability: InStock
Author: davekilleen

Prepare a customer account renewal strategy from historical data and risk assessment.

461|129|Updated Jan 26, 2026

Search Tags:#sales strategy #account management #retention #customer success #upsell #renewal

Ready to run

npx skills add https://github.com/davekilleen/Dex --skill renewal-prep

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: renewal-prep
Source: https://github.com/davekilleen/Dex/tree/main/.claude/skills/_available/customer-success/renewal-prep
Command: npx skills add https://github.com/davekilleen/Dex --skill renewal-prep

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill addresses the challenge of being unprepared for upcoming customer renewals by systematically gathering essential account information and formulating a strategic renewal plan.

Core Features & Use Cases

Account Context Gathering: Collects crucial details like contract value, usage data, and support history.
Value Documentation: Summarizes key wins, ROI, and relationship strength.
Opportunity Identification: Flags potential for expansion through additional products or services.
Risk Assessment: Identifies adoption issues, competitor activity, and budget constraints.
Strategy Formulation: Develops a comprehensive renewal strategy including pricing and timeline.
Use Case: A customer success manager can use this skill to prepare for a major client's renewal by getting a consolidated view of the client's value, risks, and potential upsell opportunities.

Quick Start

Use the renewal-prep skill to prepare for the renewal of the account named 'Acme Corp'.

Frequently Asked Questions about renewal-prep

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I prepare a renewal strategy for a customer account?▼

Preparing a renewal strategy involves gathering historical account data, documenting delivered value and ROI, identifying upsell opportunities, and assessing retention risks. This systematic preparation ensures customer success teams enter renewals with a comprehensive plan for account retention and growth.

What should be included in a customer renewal preparation checklist?▼

A customer renewal preparation checklist should include account context gathering, value documentation of key wins, opportunity identification for upsells, risk assessment for adoption issues, and strategy formulation covering pricing and timeline. These elements ensure comprehensive readiness for the renewal cycle.

How do I identify upsell opportunities before a contract renewal?▼

Identify upsell opportunities before a contract renewal by reviewing historical account usage data and support history, then flagging potential for expansion through additional products or services. Documenting the existing value delivered helps justify the expansion to the client.

What is the best way to assess retention risks for upcoming renewals?▼

The best way to assess retention risks for upcoming renewals is to systematically evaluate adoption issues, competitor activity, and budget constraints. Analyzing support history and usage data alongside these factors highlights potential roadblocks to successful account retention.

Can I use a structured approach to document customer value for renewals?▼

You can document customer value for renewals by summarizing key wins, calculating ROI, and evaluating relationship strength based on historical data. This structured documentation provides a consolidated view of account health to support your strategy formulation.