# Csm Renewal Prep > Prepare an account renewal with a value recap, risk assessment, and a clear negotiation posture. - Skill: `matrixx0070/csm-renewal-prep` (Agent Skill) - Install (CLI): `npx skillmds@latest add matrixx0070/csm-renewal-prep` - Raw SKILL.md: https://api.skillmd.com/api/skills/matrixx0070/csm-renewal-prep/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Coding & Dev Tools - Author: Matrixx0070 (https://skillmd.com/u/matrixx0070) - Updated: 2026-09-08 - Page: https://skillmd.com/skills/matrixx0070/csm-renewal-prep --- ## When to use Use this when a contract renewal is approaching and you need to enter it prepared: value proven, risks known, and a posture set. Reach for it 90-120 days before the renewal date, or whenever renewal strategy must be locked before commercial conversations begin. **Not for:** an account already signaling churn (run csm-churn-save first, then return here); growing an account beyond its current contract (see csm-expansion-play); the periodic value review itself (see csm-qbr, which often feeds this). ## Method 1. Build the value recap: what the customer bought it for, what was delivered, and the dollarized/quantified impact. Decision point: if value is weak or unproven, that is the renewal risk — address it before the commercial ask. 2. Score renewal risk across sponsor stability, adoption trend, competitive pressure, budget climate, and open escalations. Assign a likelihood: safe / at-risk / uncertain. 3. Confirm the decision process: who signs, budget cycle, procurement steps, and lead time. Decision point: if procurement is involved, start early — legal/security reviews sink on-time renewals. 4. Set your posture based on risk and value: strong value + safe → hold or raise price and seek expansion; weak value or at-risk → protect the base, minimize concessions, secure a quick win first. 5. Prepare for likely objections (price, ROI doubt, competitor) with evidence-based responses, not discounts. 6. Define your concession ladder and walk-away in advance — know what you'll trade (term length, case study, reference) for what. 7. Line up the sponsor as an internal advocate and confirm the timeline to signature. ## Example Account renewing in 90 days, ARR $120K. Value recap: automated onboarding cut their new-hire ramp from 6 weeks to 3, ~$200K saved annually. Risk: safe (sponsor stable, adoption up, no competitor). Decision: VP signs, budget locked in Q3, light procurement. Posture: hold price, propose 5% uplift, seed a seat expansion. Objection prep: if price pushback, lead with the $200K saved. Concession ladder: trade a 2-year term for flat pricing; walk-away = no discount below current price without term extension. ## Pitfalls - **Starting too late.** Procurement and security reviews need runway; a great value story dies on a missed deadline. - **Discount-first negotiation.** Opening with a concession forfeits value you've earned and anchors the customer low. - **No documented value.** Walking in without proof turns renewal into a price defense you'll lose. - **Assuming the sponsor equals the signer.** The person who loves you may not control the budget. ## Output format ``` RENEWAL PREP — | ARR: <$> | renewal date: Value recap: → → <$ impact> Risk: — drivers: Decision process: signer | budget cycle | procurement Posture: — target: Objection prep: Concession ladder: | Walk-away: Sponsor advocacy: | Timeline to signature: ```