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    Client Renewal & Expansion OS

    1

    Protect renewals and uncover evidence-backed account growth opportunities without fabricated ROI or premature upsells.

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    Client Renewal & Expansion OS

    Client Renewal & Expansion OS

    Example session with this skill installed

    Prepare an account-health and QBR plan for Northstar as of September 14, 2026. Verified facts: the Q3 delivery report says all four contracted milestones were completed; the report contains no quantified business outcome. The primary client champion left on September 5. A new VP of Operations joined but has not met the agency. The contract expires January 15, 2027. The client mentioned manual monthly reporting once, but no expansion request or budget exists.

    • Read your context and instructions
    • Compiled the client renewal

    Executive account brief

    Renewal readiness: Recover relationship coverage before pursuing expansion.
    Confidence: Medium. Delivery completion is documented, but value attribution and stakeholder access are weak.

    Evidence ledger

    SignalEvidenceCommercial meaning
    DeliveryFour contracted milestones completedStrong output evidence; business impact still unknown
    RelationshipPrimary champion left Sep 5Material continuity risk
    New leadershipVP of Operations has not met the agencyDecision authority and priorities are unknown
    Contract timingExpires Jan 15, 2027Renewal planning window is open
    Possible needManual monthly reporting mentioned onceHypothesis only—not an opportunity

    Health assessment

    • Delivery: 4/5, medium confidence—milestones completed, acceptance details not supplied.
    • Value proof: Not scored—no quantified outcome or attribution evidence.
    • Relationship: 1/5, high confidence—champion departed and no replacement relationship exists.
    • Future fit: Not scored—new VP priorities are unknown.
    • Evidence coverage: 50%; a total health score would imply false precision.

    Priority risks and recovery

    1. Rebuild executive access: obtain a warm introduction to the new VP and learn their priorities.
    2. Close the proof gap: ask the client which operational or business outcomes changed after the four milestones.
    3. Confirm the renewal process, approvers, procurement steps, and target decision date.

    QBR narrative

    1. Reconfirm the original goals and completed milestones.
    2. Invite the client to validate outcomes and remaining gaps.
    3. Align the next 90 days with the new VP’s priorities.
    4. Agree on renewal decision owners and milestones.

    Expansion hypothesis—not yet qualified

    Problem signal: manual monthly reporting was mentioned once.
    Validation question: “How is monthly reporting produced today, and where does the process create cost, delay, or risk?”
    Disqualifier: the issue is infrequent, already solved, or outside the new VP’s priorities.

    90-day mutual action plan

    First, establish stakeholder access and capture value evidence. Next, agree renewal criteria and ownership. Only after account risk is reduced should the agency validate and price any reporting-related expansion.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    The problem

    Account managers often struggle to synthesize fragmented delivery data, meeting notes, and stakeholder signals into a cohesive growth strategy. Manual renewal planning frequently relies on gut feeling rather than verified evidence, leading to missed churn signals or premature upsell attempts.

    What it does

    • Builds an evidence ledger that distinguishes facts from internal hypotheses across delivery and commercial contexts.
    • Maps stakeholder influence, identifying champions, blockers, and missing economic buyer relationships.
    • Scores account health across six dimensions, including value proof and future fit, using a strict rubric.
    • Generates ranked expansion hypotheses mapped to specific client problems and validation questions.
    • Produces QBR narratives and 90-day mutual action plans with separate internal and client-facing language.

    Why this beats prompting it yourself

    General prompts often produce generic "be more helpful" advice or fabricate ROI claims to sound impressive. This skill enforces source discipline, requiring specific delivery records and flagging missing proof gaps rather than hallucinating outcomes. It maintains a strict wall between internal strategy and client-safe communication.

    Use cases

    • Preparing for a high-stakes Quarterly Business Review (QBR) with a multi-stakeholder account.
    • Assessing renewal readiness and churn risk 90 days before a contract expiration.
    • Identifying legitimate expansion opportunities based on demonstrated client needs and agency capabilities.
    • Onboarding a new Account Director by synthesizing historical delivery records into a brief.

    Known limitations

    Cannot perform automated CRM updates or email outreach. Does not provide legal or procurement advice. Requires manual input of delivery and commercial records to function effectively.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Sales & Lead Gen.

    Cannot perform automated CRM updates or outreach. Requires manual input of delivery/commercial records. Does not provide legal or procurement advice.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    What's inside

    Frequently Asked Questions

    This skill centralizes fragmented data like delivery logs and meeting notes to build an 'evidence ledger.' It replaces gut-feeling renewals with a strict rubric that identifies churn risks and expansion opportunities based on verified facts rather than assumptions.

    The skill is optimized for major LLMs (like GPT-4 and Claude 3) and functions within most standard AI chat interfaces or agentic workflows that support long-context data processing. It does not require specialized API integrations to analyze your records.

    You will receive the complete logic framework, including the Evidence Ledger template, the six-dimension health scoring rubric, and specialized output templates for QBRs and Mutual Action Plans. It also includes a guide on how to structure your delivery data for the best results.

    No, the OS is designed to flag 'missing proof gaps' rather than hallucinating ROI. If your delivery records don't support a specific claim, the skill will alert you to the lack of evidence instead of fabricating a success story.

    Setup is instantaneous; once you import the framework into your preferred AI agent, you can begin by feeding it your existing account notes or delivery logs. It is designed to be 'plug-and-play' with your current account management workflow.

    Yes, purchasers receive lifetime access to all future version updates. This includes refinements to the health scoring rubrics and new expansion hypothesis templates as B2B renewal trends evolve.

    New in Sales & Lead Gen