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