RP
Renewal Playbook
🟢 Production-Ready🕐 updated 2026-07-14
🔷 SkillSpec L3
pm-cs
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.
🗣 Say this to your agent
“Build a renewal playbook for [Account Name] renewing in [Month]”“Help me plan the renewal strategy for an at-risk customer”“Prepare a renewal brief for my QBR with [Company]”“What's my renewal strategy for a Red account coming up in 60 days?”“Create a renewal and expansion plan for [Account]”
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
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓Stakeholder map includes the economic buyer — not just the champion
✓Risk register has a mitigation for every H/H risk
✓Value story uses product data and business outcomes, not just feature lists
✓Commercial strategy includes a floor discount and a reason-to-discount framework
✓Timeline starts at least 90 days before renewal date
✓Objection responses are specific to this account, not generic
⚠️ What it refuses to do
Do not start renewal conversations less than 90 days before the renewal date for accounts over $50K ARR
Do not build a renewal strategy without first honestly assessing account health — wishful thinking leads to last-minute churn
Do not treat all renewal objections as negotiating tactics — some objections signal genuine dissatisfaction that requires resolution first
Do not offer discounts as the first response to price objections — explore value gaps before reducing price
Do not close the renewal without confirming the expansion opportunity — every renewal is also an expansion conversation
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-mcpStart with
Related skills
🔌 Embed this skill
Drop this on your blog, docs, or site — it renders a "Run this skill" card:
<div data-pm-skill="renewal-playbook"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>💬 Discussion
Renewal Playbook is one of 1078 open-source professional AI agent skills — all SkillSpec L3.
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