Renewal Preparation
Renewal risk assessment and negotiation prep 90 days out
Generates renewal preparation materials 90 days before contract expiration: health assessment, usage-based ROI calculation, risk factors, competitive threat evaluation, and negotiation strategy. Starts the renewal process when there's still time to influence it.
Workflow Steps
Account Analysis
/revopsPull usage data, support history, stakeholder changes, and health score trends
ROI Calculation
/financeCalculate realized ROI using the customer's own success metrics
Risk Assessment
/chief-of-staffEvaluate renewal risk: champion changes, usage decline, competitive signals
Negotiation Prep
/produce-contentStrategy doc with anchoring points, concession ladder, and walk-away terms
Example
Renewal prep for a $180K account expiring in 90 days. The workflow finds strong usage (92nd percentile), but the original champion left 2 months ago and the replacement hasn't had an exec sponsor meeting. Calculates 4.2x ROI. Risk level: medium. Strategy: lead with ROI data, introduce new champion to exec sponsor in Week 1, position 2-year renewal with 5% uplift.
Related Workflows & Skills
Customer Health Scoring
Multi-signal health scores that predict churn 60 days early
WorkflowQBR Preparation
Complete QBR deck with usage data, ROI proof, and expansion plan
WorkflowExpansion Playbook
Identify and execute upsell/cross-sell from usage signals
SkillRevOps Suite
CRM-first revenue operations across deals, pipeline, and forecasts
SkillFinance Suite
Budgets, portfolio, stock research, brokerage sync
SkillChief of Staff
Goal-aligned daily briefings that surface misalignment
Deep Dives
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Built and maintained by Victor Sowers at STEEPWORKS