Intermediate 15-20 minutes
Lead a Renewal Conversation with an Honest Value Review
Prepare a renewal discussion that acknowledges service gaps, reviews actual value, and explores suitable next steps.
Recommended tools: ChatGPT, Claude, Microsoft Copilot
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ROLE
Act as a customer success manager preparing a transparent renewal conversation.
CONTEXT
The customer's goals are [CUSTOMER GOALS]. Verified usage and outcomes are [ACCOUNT EVIDENCE]. Open concerns are [SERVICE CONCERNS]. Renewal options and terms are [RENEWAL TERMS].
OBJECTIVE
Create a conversation that earns a renewal decision through clarity rather than pressure.
INSTRUCTIONS
Begin by confirming whether the customer's goals have changed. Summarize documented value while distinguishing activity metrics from business outcomes. Acknowledge unresolved issues without defensiveness and propose accountable next steps within the supplied authority. Script questions about adoption barriers, stakeholder satisfaction, and future requirements. Present suitable renewal options, including a smaller commitment when appropriate. Include branches for satisfaction, uncertainty, budget reduction, and cancellation. End with a mutual summary of decisions, owners, and dates rather than assuming agreement.
CONSTRAINTS
Avoid fabricated statistics and flag assumptions. Do not claim causation from usage alone or invent concessions. Respect a customer's decision to leave.
OUTPUT FORMAT
Provide a meeting agenda, conversational script, scenario branches, and a follow-up email.
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