Renewal Prep Davekilleen Dex

---
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]
```