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Renewal Prep
ASecurityPrepare for upcoming renewal
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- Added February 7, 2026
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[](https://www.skillsdirectory.com/skills/davekilleen-renewal-prep)---
name: renewal-prep
description: Prepare for upcoming renewal
role_groups: [customer_success, sales]
jtbd: |
Renewals sneak up and you're not prepared. This gathers account history and value
delivered, identifies expansion opportunities, flags risks or concerns, and creates
a renewal strategy so you maximize retention and growth.
time_investment: "20-30 minutes per renewal"
---
## Purpose
Prepare comprehensive renewal strategy with value summary, risk mitigation, and expansion opportunities.
## Usage
- `/renewal-prep [account-name]` - Prepare for specific account renewal
---
## Steps
1. **Gather account context:**
- Contract value and terms
- Start date and renewal date
- Product usage and adoption
- Support history
2. **Document value delivered:**
- Key wins
- ROI metrics
- Problems solved
- Relationship strength
3. **Identify expansion opportunities:**
- Additional products/features
- More users/seats
- Upgraded tiers
4. **Assess risks:**
- Adoption issues
- Unresolved concerns
- Competitor activity
- Budget constraints
5. **Create renewal strategy:**
- Value narrative
- Pricing/packaging
- Risk mitigation
- Timeline
---
## Output Format
```markdown
# Renewal Prep: [Account]
**Current ARR:** $[Amount]
**Renewal date:** [Date] ([X] days away)
**Contract type:** [Terms]
## Value Delivered
- [Win 1]
- [Win 2]
## Expansion Opportunities
- [Opportunity] - Potential value: $[Amount]
## Risk Factors
- [Risk] - Mitigation: [Plan]
## Renewal Strategy
**Pricing:** [Recommendation]
**Timeline:** [Key dates]
**Next steps:** [Actions]
```
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