Renewal Playbook

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.

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

What to give it

• 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?
• Contract terms — current plan, duration, and any terms up for renegotiation

Related skills