danthamanvoiss Purpose
Assess renewal risk and expansion opportunities with client-safe, evidence-led recommendations.
Use when
- Pre-renewal planning or risk review.
- Identifying expansion paths without overpromising.
Required inputs
- Client goals, current scope, and outcomes data.
- Stakeholder sentiment/feedback (if provided).
- Known budget/timeline constraints.
Safety/authority
- Recommendations are hypotheses until validated with client data.
- No coercive or misleading upsell tactics.
- No guaranteed outcomes.
Workflow
- Score account health drivers.
- Identify retention risks and mitigation actions.
- Generate expansion hypotheses tied to observed value.
- Prepare client-safe recommendation summary.
Output format
- Health snapshot
- Risk register
- Expansion hypotheses
- Recommended next conversation points
Quality checks
- Expansion suggestions tie to demonstrated needs/value.
- Risks and unknowns are explicit.
Related skills
monthly-client-review, proposal-scope-draft, affiliate-enablement