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playbook

Renew And Expand Account

Renewal path chosen explicitly, expansion opportunity framed commercially, or non-renew branch handled gracefully

The term is ending.

When to run
"End of term approaching, continuity decision needed, or account shows credible expansion potential"
Time saved
~2-4 hours across prep, decision, and conversation follow-through manual → automated with agent assistance
How often
Per opportunity
Compounds
Each run refines templates and context — 5 automated steps improve with accumulated data

How it runs

  1. vault-preflight → verify client context completeness and confirm there is enough commercial context to make a continuity decision
  2. client-health-tracker → produce current health snapshot, including at-risk and expansion signals
  3. retention-check → prepare the renewal-readiness brief: value delivered, satisfaction pattern, renewal recommendation, and explicit risks
  4. Review readiness — decide whether the account is currently in one of three states: `renew`, `renew-expand`, or `non-renew-risk`
  5. client-ascension → if state is `renew` or `renew-expand`, produce the continuity path: ascension map, renewal / expansion script, and recommended commercial structure
  6. Review continuity path — decide the commercial ask: renew as-is, renew with expansion, restructure, or hold
  7. Conduct the renewal / expansion conversation or prepare the package for the account owner
  8. meeting-intelligence → debrief the continuity conversation: objections, stakeholder signals, pricing pressure, and next-step commitments

What it needs

  • Client name and `client-id`
  • Contract / renewal timing or milestone timing
  • Current service scope
  • Known renewal risk or expansion opportunity, if any
  • Revenue at stake and strategic importance

What you get

  • Renewal Readiness Brief.md
  • Expansion Path Recommendation.md
  • Renewal / Expansion Conversation Script.md
  • Decision Log.md
  • If no-renew: Offboarding Branch.md