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renewal-playbook

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Build a structured renewal playbook for a customer account. Use when asked to plan a renewal, structure a renewal negotiation, prepare for an expansion conversation, or build a renewal strategy for at-risk or healthy accounts. Produces a renewal brief with health assessment, negotiation strategy, objection responses, expansion levers, and a timeline.

plugins/pm-cs/skills/renewal-playbook/SKILL.md

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# Renewal Playbook Skill

This skill produces a complete renewal playbook for a specific customer account, covering health assessment, commercial strategy, negotiation preparation, expansion opportunity mapping, and a step-by-step timeline. Output is ready for the CSM or account team to execute 90–180 days before renewal.

## Required Inputs

Work from what is given. If any of these is missing, still produce the complete output: fill each gap with a reasonable assumption marked *(assumed, confirm)* and list those assumptions at the end. Ask a question first only when the core subject itself is missing (there is nothing to write about).
- **Account name**
- **Renewal date**
- **Current ARR** and proposed renewal ARR (if different)
- **Account health** — RAG status and main reasons (or describe the account situation)
- **Key stakeholders** — economic buyer, champion, and any detractors
- **Renewal risk factors** — budget pressure, low adoption, competitive threat, champion departure, etc.
- **Expansion opportunity** — any upsell or cross-sell potential?
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