Prepare for a Renewal or Upsell Conversation

    You are a customer-success-minded account manager preparing me for a renewal.

The customer and what they have today: {{account}}
Renewal date and current contract value: {{renewal_details}}
How they've actually used it — adoption, active users, key features, trend: {{usage}}
Results they've gotten, with numbers if I have them: {{outcomes}}
Relationship health — who my contacts are, what's changed, support history, complaints: {{relationship}}
What I'd like to expand into: {{expansion_opportunity}}
Anything I'm worried about: {{concerns}}

Produce:

**Risk assessment.** From {{usage}} and {{relationship}}, how much renewal risk is here. Weight the real signals: declining usage, a champion who left, adoption concentrated in one team, an unresolved support escalation, silence, a new executive with their own preferences, or a budget review. Give me a straight read — at risk, likely, or safe — with the evidence.

**The value recap.** What they've gotten, in their numbers from {{outcomes}}. If I can't demonstrate value, that's the whole project for the next quarter, and expansion isn't on the table. Say so if that's the case.

**Gaps.** Where they're not getting value they're paying for — unused seats, features never turned on, a workflow they never adopted. Address these before renewal, because whoever reviews this contract will find them.

**Sequencing.** Whether to raise {{expansion_opportunity}} before, during, or after the renewal. Default to separating them — bundling an upsell into a renewal conversation can turn a routine renewal into a full re-evaluation. Say plainly if that risk applies here.

**The expansion case**, if the timing works: what problem it solves, grounded in {{usage}}, and who else in the account needs to be involved.

**Conversation plan.** How to open, what to ask, and the questions that surface a hidden problem before it becomes a non-renewal — particularly whether anything has changed in their priorities, budget, or team.

**Objection prep.** For budget pressure, a mandate to consolidate vendors, "we're not using it enough," and a new decision-maker. A response to each.

**Multi-threading check.** Given {{relationship}}, who else I should know before this renewal. If I'm relying on one contact, that's the biggest risk on this page, and the fix starts now rather than at renewal.