The prompt
Score 10 of 10, Excellent
Use it when A contract is coming up for renewal and you need a brief on value delivered, risks and the questions to ask before you talk.
- {{customer}}
- {{renewal_date}}
- {{my_role}}
- {{internal_audience}}
- {{account_notes}}
- {{commercial_facts}}
- {{approver}}
Full prompt and why it works
Prompt
Prepare an internal brief for my renewal conversation with {{customer}}, whose contract ends on {{renewal_date}}. I am their {{my_role}}. The brief is for me and {{internal_audience}} only, to help me walk in knowing the value they got, the risks and what I need to learn, not to script the customer. Account notes (goals they set, usage, support history, meetings, stakeholders, changes on their side): """ {{account_notes}} """ Commercial facts (current plan and price, any approved renewal terms or price change): {{commercial_facts}} Produce, with a heading for each part: 1. Account in brief: three sentences on why they bought, how it has gone and who decides on the renewal. 2. Value delivered: what they achieved against the goals they set, each point tied to a fact in the notes. Mark any goal with no evidence of progress. 3. Risks: signs that could threaten the renewal, such as a champion who left, falling usage, open issues, budget changes or a competitor mentioned, each with what I could do before the call. 4. Questions to ask: six to eight, about their plans for next year, whether their goals have changed and who else should be involved. For example: "What would need to be true next year for you to call this a success?" 5. What I can offer: only the approved terms, plus a note on what needs approval from {{approver}} if they ask for more. Keep it under 550 words, with bullet points in parts 2 to 4. Use only the notes and facts above. Do not invent usage figures, outcomes, discounts or renewal terms, and do not guess the customer's budget. Keep it internal: nothing in it should be pasted into a message to the customer without rewriting. If the notes do not show who makes the renewal decision, make that the first question in part 4. If the account looks at serious risk, say so plainly at the top, with the one action that matters most before the call.
Variables
- {{customer}}
- The customer's company name.
- {{renewal_date}}
- When the contract ends.
- {{my_role}}
- For example "customer success manager" or "account manager".
- {{internal_audience}}
- Who else reads the brief, for example "my manager" or "the account executive".
- {{account_notes}}
- Goals, usage trends, support history, meeting notes, stakeholders and recent changes.
- {{commercial_facts}}
- Current plan and price, and any approved renewal terms.
- {{approver}}
- Who approves terms beyond what you can offer, for example "the head of customer success".
Why it works
- What good looks like. Value is tied to the goals the customer set, and goals with no progress are marked, so you hear the weak spots before the customer raises them.
- What to avoid. Only approved terms appear, and the brief stays internal, so no invented discount or usage figure reaches the customer.
- If unsure. An unknown decision-maker becomes the first question to ask, and serious risk goes at the top with the one action that matters most.