126 skills · sorted by relevance
Review upcoming customer renewals, assess risk and potential contract increases, and identify next steps with supporting evidence. It also flags missing renewal opportunities and inconsistent records, and prepares a detailed renewal brief for an individual account.
Prepare renewal packets and outreach email drafts from HubSpot deals at 90, 60, and 30 days before renewal. Check existing Google Calendar meetings, flag account risks, and leave customer contact and pricing decisions to the account owner.
Track upcoming contract renewals and cancellation notice deadlines from a maintained register. Highlight urgency, notice delivery time, responsible business owners, and uncapped renewal pricing, and identify deadlines that passed without a recorded cancellation.
Expert renewal management guidance for maximizing retention and expansion revenue. Use when building renewal playbooks, forecasting renewal pipeline, structuring multi-year deals, developing pricing strategies, mitigating churn risk, defending against competitive displacement, negotiating contracts, attaching expansion to renewals, or optimizing renewal operations. Covers high-touch and tech-touch renewal motions, early renewal strategies, and save plays.
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Safely integrate with WooCommerce Subscriptions renewal, next-payment scheduling, Action Scheduler events, and retry flow. Shows when to use WC_Subscription::update_dates, update_status, wcs_create_renewal_order, wcs_renewal_order_created, woocommerce_scheduled_subscription_payment, woocommerce_scheduled_subscription_payment_{gateway_id}, woocommerce_subscription_renewal_payment_complete, and payment retry hooks. Use when changing next payment dates, forcing/rescheduling renewals, reacting to failed renewals, building gateway recurring charge logic, or debugging missing/duplicate renewal orders.
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Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renewal, subscription, co-termination, SBQQ__Subscription__c. NOT for designing the amendment/renewal architecture or swap pattern — use architect/subscription-management-architecture. NOT for amending or renewing contracts from Apex — use apex/cpq-api-and-automation. Also covers the standard Contract and Order objects underneath CPQ — Contract Status vs StatusCode, activation locking, EndDate auto-calculation, ContractSettings and OrderSettings, reduction orders, and renewal-reminder automation. Trigger keywords: Contract, ContractStatus, StatusCode, ActivatedDate, OwnerExpirationNotice, ContractTerm, EndDate, Order, OrderItem, reduction order, ContractSettings, OrderSettings, renewal reminder. NOT for Revenue Cloud or Subscription Management objects — use architect/revenue-cloud-architecture and architect/subscription-management-architecture.
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Never get auto-renewed into another year again — the contract inventory with the dates that matter (notice deadlines, not renewal dates), the calendar system with decision-time buffers, and the renewal-decision ritual that renegotiates instead of rubber-stamping. Use when asked track our contracts and renewals, we got auto-renewed again, when do we have to decide on this vendor, or set up renewal management. Produces the inventory with notice-deadline math, the alert system, the renewal-decision checklist, and the negotiation-window playbook.
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Use when documenting, reviewing, or gathering requirements for Salesforce CPQ subscription lifecycle behavior: how amendments, renewals, upgrades, downgrades, and cancellations must work for a specific business. Trigger keywords: subscription requirements, amendment requirements, renewal requirements, proration requirements, co-termination, subscription ledger, upgrade downgrade policy. NOT for configuring CPQ amendments and renewals — use admin/contract-and-renewal-management. NOT for amendment architecture — use architect/subscription-management-architecture.
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Reads a contract list (spreadsheet, CSV or pasted table) and returns a DRAFT renewal radar: each active contract's end date, notice deadline with its arithmetic, days remaining, renewal type, owner and the decision it needs as options, sorted by urgency, with owner action lists and a deadline calendar. Never renews, terminates, serves notice or recommends. Use when the user asks to "build a renewal tracker", "tell me what comes up for renewal", "work out when notice is due", "show me which contracts auto-renew" or "run the quarterly contract review". Do not use for reviewing one contract's full text or clauses, use contract-review-pack instead. Drafts for human review; never approves, authorises or signs off.
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Create an HTML sales presentation supporting contract renewal and additional user seats. Organize delivered value, usage evidence, and return on investment into a proposal that customer advocates can share with finance approvers.
Sweep a contracts folder and extract every renewal date, auto-renew clause, notice window, and price-escalation term into a renewal calendar -- then create calendar reminders ahead of each notice deadline via Cowork's calendar write tools. The skill that stops auto-renewals from ambushing you.
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Processes insurance renewal documentation for brokers and underwriters. Extracts policy details, compares renewal terms against expiring policies, identifies coverage gaps, and generates renewal summaries with premium comparisons and recommendation narratives.
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Curated WooCommerce Subscriptions hook and extension-point map for choosing the right action/filter around WC_Subscription creation, status transitions, date changes, renewal orders, scheduled payments, payment retries, gateway events, switching, gifting, related orders, REST/API responses, and account/admin UI. Use when the user asks for a Woo Subscriptions hook list, "where should I hook", "after renewal", "subscription status changed", or when code contains WC_Subscription, wcs_create_subscription, wcs_create_renewal_order, woocommerce_scheduled_subscription_payment, wcs_renewal_order_created, payment_retry, wcs_get_subscriptions, wcsg_, subscription_switch, _subscription_switch_data, _recipient_user, wcsg_recipient, or subscription switching.
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Review SaaS and purchasing spend to find growing cost categories, slow approval processes, and overlapping suppliers. Produce categorized reports and consolidation options that account for migration costs, clustered renewals, and the risks of relying on one critical supplier.
Evaluate existing SaaS providers and vendors using industry-weighted scores, contractual service targets, and four areas of third-party risk. Produce scorecards, service compliance reports, and risk matrices to support renewal reviews and identify potential service credit claims.
Audits recurring SaaS charges against a subscription register using Plaid data. Reports duplicate tools, unused seats, price increases, upcoming renewals, and unlisted charges in a Slack digest, with suggested actions and a ledger tracking previous findings.
Combine product usage, support issues, payment status, and renewal dates to rank accounts by churn risk, meaning the risk of cancellation. Produce a Slack list with specific evidence and a suggested next action for each account.
Review SaaS subscription terms against your team's standards, covering renewals, price increases, data export, and service availability commitments. Examine AI training rights and liability, with findings rated for both legal risk and business impact.
Vendor lifecycle — weighted selection scorecards, risk tiering, renewal and notice-deadline tracking, spend concentration, and SLA credits. Use when selecting a vendor, preparing a renewal, or reviewing a vendor portfolio.
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Cut software and services spend through seat-utilisation analysis, redundant-tool detection, and renewal-timing leverage. Use when auditing SaaS spend, preparing a renewal negotiation, or hunting a budget-reduction target.
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Predicts client renewal likelihood based on health score signals. Analyzes engagement, support, adoption, satisfaction, billing, stakeholder, and usage data to calculate a weighted Health Score (0-100), classify renewal risk, and generate a prioritized action plan with early warning signals and recommended save plays.
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Extract tenant, property, renewal term, new rent, deposit changes, and signature fields from lease renewal notices or agreements.
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Supports freight carrier selection, rate negotiations, bid requests, performance reviews, and shipment allocation. Uses US transportation practices to compare costs, service quality, and available capacity when planning carrier contracts and renewals.
Configure OAuth 2.0 authorization for web and mobile apps or service communication. Choose suitable flows, implement PKCE to protect authorization codes, limit permissions, and manage token storage, renewal, and revocation with security checks.