Renewal Risk Brief

Skill files

The public post is only the explanation. Use these links to inspect or download the actual reviewed skill artifact.

skill.mdDownload SKILL.mdevalDownload evals.json

Skill Overview

Renewal prep often lives across CRM fields, call notes, usage dashboards, support tickets, QBR decks, procurement comments, and manager inspection. The renewal-risk-brief Codex skill gives Sales / Account Managers a repeatable way to convert those fragments into a concise account brief before forecast review, renewal negotiation, or executive escalation.

The skill is intentionally focused on account judgment and communication. It does not update CRM records, change forecasts, approve discounts, or make commitments to customers. It helps the account owner name the renewal risk, separate evidence from assumptions, and decide the next practical save motion.

Intended Role

This skill is designed for Sales / Account Managers, account executives handling renewals, renewal managers, and account owners working with Customer Success partners. It is useful when the account owner needs a manager-ready or executive-ready view of a renewal that may churn, contract, delay, or require escalation.

Required Inputs

• Account basics such as customer name, ARR or contract value, renewal date, product package, seats, term, current forecast, and renewal owner.
• Usage and value signals such as active users, feature adoption, business outcomes, QBR notes, success-plan progress, and ROI evidence.
• Stakeholder and relationship signals such as champion health, economic buyer access, executive sponsor status, stakeholder changes, or political blockers.
• Support, delivery, and product context such as escalations, incidents, implementation delays, product gaps, workarounds, CSAT/NPS, or support sentiment.
• Commercial and process signals such as price pressure, procurement timing, legal blockers, competitor mentions, expansion opportunity, budget changes, payment risk, or concession requests.

The skill can work with imperfect data. It labels unknowns clearly and asks for clarification only when the missing data would materially change the risk rating, save plan, or commercial recommendation.

Expected Output

The skill produces:

• Executive snapshot with customer, renewal date, ARR or contract value, risk rating, forecast implication, and recommended commercial posture.
• Evidence-based scorecard across health, usage, relationship, support/product, value realization, and commercial/procurement signals.
• Risk narrative that names the strongest causes of renewal risk rather than listing every concern equally.
• Stakeholder map covering champion, economic buyer, executive sponsor, blockers, missing relationships, and next engagement target.
• Save plan with actions, owners, deadlines, dependencies, customer-facing ask, and success metric.
• Commercial recommendation for protecting the base, handling contraction or delay risk, escalating internally, pursuing expansion, or making conditional concessions.
• Optional customer-facing follow-up or internal escalation note.
• Assumptions and data gaps to verify before changing forecast or communicating externally.

Validation Scenario

The included eval set checks three realistic Sales / Account Manager situations:

• A commit-forecast renewal with falling usage, champion transition, price pressure, unresolved SSO friction, and missing CFO access.
• A mid-market retail account with store closures, seat contraction risk, budget delay, a friendly VP, and future analytics expansion potential.
• An enterprise security renewal where stable engineering usage and expansion interest are outweighed by security trust, data residency, legal, and procurement blockers.

The expected outputs verify that the skill separates churn, contraction, delay, and expansion risk; labels unknowns; identifies missing power relationships; uses conditional concession guidance; and avoids overpromising product, support, discount, or roadmap commitments.

Operational Limits

This is a low-risk analysis and communication workflow. It does not connect to CRM, email, support systems, usage analytics, billing, contract systems, or product-roadmap tools. It should not be used as approval to change forecast categories, offer discounts, commit roadmap dates, make legal concessions, or promise support outcomes without the relevant human owner.

The brief is only as reliable as the account information supplied by the user. Human account owners should verify contract terms, procurement dates, economic-buyer priorities, usage definitions, support ticket ownership, and concession authority before sending customer-facing messages or updating forecast.

Maintenance Expectations

Review this skill when the team’s renewal process, forecast categories, health scoring model, discount policy, executive escalation path, CRM fields, product packaging, support escalation process, or legal/procurement workflow changes. Refresh evals when common renewal motions change, such as enterprise co-terming, multi-year consolidation, public-sector procurement, consumption-based pricing, or partner-led renewals.

Related Existing Skills

Current public resources show a growing set of sales, account management, and Customer Success skills. The closest matches are broader account-management or CS-health skills; the airoweb artifact stays narrower by focusing on the renewal risk brief and save plan that an account owner needs before a live renewal motion.

• Sales Skills for Claude Code and AI agents: an open-source collection for B2B sales work across prospecting, discovery, deal execution, pipeline management, and closing. The airoweb skill focuses specifically on renewal risk synthesis rather than the full sales cycle.
• Claude Skills for CSMs: How AI Can Help You Scale: describes customer-success workflows including churn risk and renewal prep. It is close in intent, while this artifact is packaged as a portable Codex skill for account-owner renewal briefs.
• Sales Skills for Claude: A RevOps Playbook for 2026: outlines sales-skill plays including renewal-risk playback before renewal. The airoweb skill turns that idea into a concrete SKILL.md workflow with eval prompts.
• Customer Success Manager: a broader marketplace skill for customer health, churn risk, and expansion opportunities. This renewal brief is narrower and centered on account-manager action planning.
• Account Management: a broad account-management skill covering account plans, stakeholder mapping, health scores, renewals, expansions, and QBRs. The airoweb artifact concentrates on one repeatable renewal-risk deliverable.
• Account Executive Claude Code Skill: a broader Account Executive skill using frameworks such as MEDDIC for complex deal cycles. This skill is adjacent but keeps the scope on renewal risk, stakeholder repair, commercial posture, and save motions.