Renewal Preparation

Renewal risk assessment and negotiation prep 90 days out

12 minutesManual: 2-3 hours

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

1

Account Analysis

/revops

Pull usage data, support history, stakeholder changes, and health score trends

2

ROI Calculation

/finance

Calculate realized ROI using the customer's own success metrics

3

Risk Assessment

/chief-of-staff

Evaluate renewal risk: champion changes, usage decline, competitive signals

4

Negotiation Prep

/produce-content

Strategy 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

Customer Health Scoring

Multi-signal health scores that predict churn 60 days early

20 minutes

QBR Preparation

Complete QBR deck with usage data, ROI proof, and expansion plan

15 minutes

Expansion Playbook

Identify and execute upsell/cross-sell from usage signals

10 minutes

Deep Dives

Claude Code for GTM

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Built and maintained by Victor Sowers at STEEPWORKS