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renewal-prep

Consolidate contract terms, adoption, support history, and risks into a renewal plan.

1|Updated Jun 28, 2026
Search Tags:#sales#retention#customer success#expansion#renewal#churn risk#account planning
One-click install
npx skills add https://github.com/whmathews15/DEX-Personal-Operating-System --skill renewal-prep-whmathews15
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: renewal-prep
Source: https://github.com/whmathews15/DEX-Personal-Operating-System/tree/main/.claude/skills/_available/customer-success/renewal-prep
Command: npx skills add https://github.com/whmathews15/DEX-Personal-Operating-System --skill renewal-prep-whmathews15

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps customer success and sales teams prepare for renewals before they become urgent, turning scattered account information into a clear retention plan.

Core Features & Use Cases

  • Account Context Gathering: Collect contract terms, renewal dates, usage patterns, and support history in one place.
  • Value and Risk Analysis: Summarize delivered value, identify expansion opportunities, and surface adoption or budget risks.
  • Renewal Strategy Planning: Create a practical plan with pricing guidance, mitigation steps, timing, and next actions.
  • Use Case: Use this Skill when an enterprise customer renewal is approaching and you need a concise, evidence-based strategy to protect revenue and uncover growth.

Quick Start

Ask for a renewal prep on a named account so the Skill can compile the account history, renewal risks, value delivered, and recommended next steps.

Frequently Asked Questions about renewal-prep

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

FAQPage Schema
What is the best way to consolidate account context for customer success retention planning?▼

Prepare a renewal strategy by consolidating contract terms, product adoption data, support history, and ROI evidence to build a retention-focused plan. This surfaces churn risks and expansion opportunities to protect revenue before the renewal date.

How do I identify churn risk and expansion opportunities before a renewal?▼

Consolidate account context by gathering contract terms, renewal dates, usage patterns, and support history into a single structured view. This enables customer success teams to assess value delivered and identify adoption risks for retention planning.

Can I use a renewal prep workflow for services engagements and not just SaaS?▼

Identify churn risk and expansion opportunities by analyzing product adoption patterns, budget signals, and support history against delivered ROI. This risk assessment highlights mitigation steps and growth areas for the renewal plan.

What account information do I need to create a renewal plan?▼

Yes, renewal prep workflows apply to both SaaS and services engagements. The strategy requires structured account context, ROI evidence, and risk assessment to produce retention-focused renewal plans across different engagement types.

When should I start account planning for an upcoming renewal?▼

You need structured account context including contract terms, renewal dates, product adoption data, support history, and ROI evidence. This input produces pricing guidance, mitigation steps, timing, and recommended next actions for the renewal.

When should I start account planning for an upcoming renewal?▼

Start account planning for renewals before they become urgent. Preparing a renewal strategy in advance allows time to surface adoption risks, document delivered value, and execute mitigation steps to protect revenue and uncover growth.

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