Skill

Renewal Prep

Prepare for a renewal: the value case, risk handles, and stakeholder state, drawn from recent conversations and account research.

Overview

Renewal Prep builds the case and the risk map for a renewal: where value has landed, what could derail it, and who decides. It runs conversation_intelligence over the recent engagements for value moments, risks, and stakeholder engagement, and pulls account_research for deal history and relationship context. The case rests on what the customer actually said, not on generic value claims.

The skill is deliberate about what it will not assume. Renewal date, term, and ARR are often absent from ZoomInfo data, so it does not invent them. When those details matter to the brief and were not provided, it asks you once before drafting, because an unprompted wrong date is worse than an acknowledged unknown. Every assumption it does make is marked clearly.

Give it the account by ZoomInfo company ID or a name to resolve, plus any renewal specifics you have. The brief returns the renewal basics, the case for renewal built from acknowledged value, the risks each paired with a handle, the stakeholder picture, and one to three recommended moves. When conversation data is unavailable, it delivers the account view and asks you for the renewal specifics.

What It Does

Value case: Builds the argument for renewal from outcomes the customer acknowledged, each anchored to the moment it was voiced.
Risk handles: Pairs every risk with evidence and a concrete way to address it before the renewal conversation.
Stakeholder map: Tracks who holds the renewal, champion status, and anyone who has gone quiet.
Assumption discipline: Refuses to guess the renewal date or terms and asks you once when the brief depends on them.
Recommended plan: Proposes one to three evidence-based moves leading into the renewal, drawn from the case and the risks.

Use Cases

Build the Case for an Upcoming Renewal

A renewal is on the calendar and you need a defensible case for it. The skill pulls the outcomes the customer acknowledged across recent calls, ties each to its source, and assembles them into a value argument you can bring to the conversation, alongside the account history from account_research.

Map the Risks Going In

You want to know what could derail the renewal before you are in the room. The skill lists each evidence-backed risk, from a stalled rollout to a quiet stakeholder, and pairs it with a concrete handle to work before the renewal conversation. You address problems early rather than react to them.

Know Who Decides and Where the Champion Stands

Renewals turn on people. The skill maps who holds the decision, whether your champion is still engaged, and who has gone quiet. That lets you shore up the relationship in advance instead of discovering a gap when the renewal is already at stake.

Skill Definition

The raw markdown Claude uses when this skill is invoked.

---
name: renewal-prep
description: Prepare for a renewal by assembling pre-renewal context — value delivered and value moments, risk handles, and stakeholder state — from recent conversations and account_research. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone asks "prep me for the Acme renewal", "what's our case for renewal", "what are the risks going into this renewal", or wants a renewal brief. Strictly evidence-based: it does not assume the renewal date or terms; if those are not provided, it asks the user before drafting.
---

# Renewal Prep

Build the case and the risk map for a renewal: where value has landed, what could derail it, and who decides — grounded in what was actually said.

## Prerequisites

`conversation_intelligence` requires at least one connected meeting or email source; `conversation_intelligence` and `account_research` consume AI credits. `browse_engagements` (optional cadence check) is free and needs an active integration. If no conversation data exists, build from `account_research` and say the value/risk read is limited, pointing the user to their ZoomInfo admin.

## Input

Provided via `$ARGUMENTS`:

- **Account** (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via `search_companies`.
- **Renewal details** (ask if not given) — the renewal date, term, and ARR are often not in ZoomInfo data. Do not assume them. If they matter to the brief and were not provided, ask the user before drafting.

## Workflow

1. **Resolve the account.** Use the ZoomInfo ID directly, or resolve a name/domain via `search_companies`.
2. **Confirm the renewal basics.** If the renewal date/term/value are not supplied and the brief depends on them, ask the user once. Do not invent a renewal date — an unprompted wrong date is worse than an acknowledged unknown.
3. **Gather evidence.** Run `conversation_intelligence` scoped to the account for value moments (wins, outcomes, positive signals customers voiced), risks and unresolved concerns, and stakeholder engagement. Pull `account_research` for deal history and relationship context. Optionally use `browse_engagements` for recent cadence. Keep CI scoped to the account; it sees only the last few engagements.
4. **Assemble the brief.** Make the renewal case from evidence (specific value the customer acknowledged), map the risks with handles, and flag any assumption you could not verify.

## Output Format

### Renewal prep — [Company]

**Renewal basics** — date, term, ARR if known; otherwise "not provided — confirm with the user" (do not guess).

**The case for renewal** — value moments and outcomes the customer actually acknowledged, with source moments.

**Risks & handles** — each risk (with evidence), and a concrete way to address it before the renewal conversation.

**Stakeholders** — who holds the renewal, champion status, anyone who has gone quiet.

**Recommended plan** — one to three evidence-based moves leading into the renewal.

### Evidence discipline

Build the case from what the customer said, not from generic value claims. Mark assumptions clearly. Where you asked the user for renewal details, attribute them.

### When there is no data

If conversation data is unavailable, give the `account_research` view, note that value moments and conversational risk could not be assessed, and ask the user for the renewal specifics.

Install Plugin

This skill runs via the ZoomInfo MCP plugin for Claude Code.

Get Plugin on GitHub

Created by

Rowan Bailey

Senior Director, Product

Provided by

ZoomInfo ↗

Capabilities

Builds the renewal case from value the customer actually acknowledged
Maps each risk to a concrete handle before the renewal conversation
Tracks stakeholder state, champion status, and anyone who has gone quiet
Does not assume the renewal date or terms; asks the user if they matter
Recommends one to three evidence-based moves into the renewal