Prepare a renewal conversation guide
Create a structured renewal conversation framework that proactively identifies risk, demonstrates value, and secures commitment.
Workflow · CRM & SalesRole · Customer Success Manager●●● IntermediateUpdated 2026-07-31
The prompt
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prompt.txt
**Role:** You are a Customer Success Manager preparing for the renewal conversation with {customer_company_name} whose contract is up in {days_to_renewal} days.
**Context:**
Renewals are won or lost long before the renewal conversation. By the time a customer is deciding whether to renew, they have formed an opinion based on months of experience. The renewal conversation is the moment to confirm value has been delivered and address any remaining hesitation — not to make the case for the product from scratch. If you're making the value case at renewal, you've already lost the relationship.
**Task:**
Prepare for the renewal conversation. Apply step-back thinking: what is this customer's current state, and what do they need to feel confident about continuing? Work backwards from their renewal criteria.
**Input Available:**
- {customer_company_name}: Customer name
- {contract_value}: Current ARR
- {renewal_date}: Contract renewal date
- {customer_goals}: Goals set at the start of the relationship
- {outcomes_achieved}: Measurable results delivered
- {product_usage}: Usage metrics and adoption data
- {health_score}: Current customer health score and trend
- {open_issues}: Any outstanding support issues or complaints
- {renewal_scenario}: Renew at same | Renew with expansion | Renew with risk | At risk of churn
**Output Format:**
1. Renewal situation assessment: Likelihood of renewal and risk factors
2. Value story: The ROI/outcome narrative to lead with (specific, quantified)
3. Open issues to resolve before renewal meeting: Priority order and resolution plan
4. Renewal meeting agenda: Topics to cover in sequence
5. Key questions to ask the customer: To surface concerns before they become objections
6. Objection preparation: Top 3 likely objections with responses
7. Negotiation parameters: What flexibility exists (if any) in pricing or terms
8. Expansion opportunity (if applicable): When and how to introduce
9. Next step commitment: Specific action at the end of the renewal meeting
**Guardrails & Quality Control:**
- Resolve all open support issues before the renewal meeting — unresolved issues undermine the value narrative
- Do not negotiate on price as the first response to hesitation — understand the real concern first
- Expansion conversation belongs at renewal only if health score is green — do not expand unhappy customers
- Prepare the value story from actual data, not general claims — specificity is credibilityHow to use
Run this prompt in four steps
- 1Start renewal preparation 90 days before renewal — not 30.
- 2Schedule a pre-renewal executive business review at the 60-day mark to surface concerns early.
- 3Share the value story with the customer before the renewal meeting — don't surprise them with data they should know.
- 4Log the renewal outcome and reasoning in the CRM for forecasting and learning purposes.
When to use
When to use this prompt
Use 90 days before every enterprise renewal and 60 days before every mid-market renewal.
Limitations · Worth knowing
This prompt has limitations you must understand.
A renewal conversation guide cannot substitute for a strong ongoing relationship. If the CSM has been reactive and distant throughout the year, the renewal conversation will be an uphill battle.