Renewal Risk Assessment

Goal

Produce a structured renewal risk assessment including a risk rating, the top drivers behind it, and a concrete save-or-grow action plan for the account.

Trigger

Use this skill 60–90 days before a renewal date when preparing for a renewal review, QBR, or account strategy session.

Steps

1. 1

   Analyze the account data provided below and extract key signals relevant to renewal health: $account_data

   • □Account data includes usage, engagement, support history, and contract details
   • □Recent NPS, CSAT, or sentiment signals are noted if present
   • □Any known stakeholder changes or business shifts are captured

   Analyze the account data provided below and extract key signals relevant to renewal health:
   
   $account_data

2. 2

   Assign an overall renewal risk rating of Low, Medium, or High. Justify the rating by mapping specific signals from the account data to risk indicators such as low product adoption, unresolved escalations, budget pressure, champion departure, or competitive threats.

   • □A single risk tier (Low / Medium / High) is clearly stated
   • □At least three specific signals are cited as justification
3. 3

   Identify the top 3–5 risk drivers ranked by impact. For each driver, describe what the signal is, why it threatens the renewal, and how urgent it is to address.

   • □Each driver is named and explained in plain language
   • □Urgency level (immediate / near-term / monitor) is assigned to each
4. 4

   Determine whether the primary renewal objective is to save the account (prevent churn) or grow it (expand ARR). Base this on the risk rating and account trajectory, then state the objective clearly before building the action plan.

   • □Save vs. Grow objective is explicitly declared
   • □Reasoning references the risk rating and at least one account signal
5. 5

   Write a Save-or-Grow action plan with 4–6 prioritized actions. Each action should specify who owns it (CSM, AE, exec sponsor, etc.), a suggested timeline, and the intended outcome. Tailor actions directly to the risk drivers identified in Step 3.

   • □Every action has an owner role and a timeline
   • □Actions directly address at least one identified risk driver
   • □At least one action involves a customer-facing touchpoint
6. 6

   Summarize the full assessment in an executive-ready format: one paragraph of context, the risk rating, the top three drivers in bullet form, the Save-or-Grow objective, and the prioritized action plan. Keep it concise enough to paste into a renewal review deck or CRM note.

   • □Summary is self-contained and readable without the full analysis
   • □Tone is professional and action-oriented

Output format

Deliver the response in clearly labeled sections: (1) Risk Rating with justification, (2) Top Risk Drivers ranked by impact with urgency tags, (3) Save-or-Grow Objective with rationale, (4) Action Plan as a numbered list with owner and timeline per item, and (5) Executive Summary as a short paragraph. Use plain language suitable for a CRM note or renewal deck.