# Retention And Upsell Review

> Evaluate account health, risk, value delivery, and expansion hypotheses safely.

- Skill: `danthamanvoiss/retention-and-upsell-review` (Agent Skill)
- Install (CLI): `npx skillmds@latest add danthamanvoiss/retention-and-upsell-review`
- Raw SKILL.md: https://api.skillmd.com/api/skills/danthamanvoiss/retention-and-upsell-review/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: danthamanvoiss (https://skillmd.com/u/danthamanvoiss)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/danthamanvoiss/retention-and-upsell-review

---


## 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
1. Score account health drivers.
2. Identify retention risks and mitigation actions.
3. Generate expansion hypotheses tied to observed value.
4. 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