Retention & expansion

Stay ahead of renewals

Bring renewal details, customer value, and open decisions into one practical plan.

Copies a prompt for your AI assistant

Start wherever you are

Bring a renewal, an account list, or the records you have. Your agent helps you confirm the details and plan the next conversation.

Start with your AI assistant. Connect tools when needed.

Fictional example

You

I want to prepare for Studio North's renewal without leaving everything until the last minute.

Agent

Which renewal details have you confirmed, and where did they come from?

You

The signed order form I have says 30 June 2027. I haven't checked the notice terms, and we still need to review the value they've seen.

One possible renewal plan after separating confirmed details from open questions

Draft preparation plan · terms review pending

Confirm the details. Understand the customer's decision.

Prepare around the renewal date reported from the signed order form, while keeping notice requirements and the customer's view of value open.

Date & source: 30 June 2027, as reported from the signed order form in this fictional example. Confirm the current agreement and any amendments before relying on it.
Preparation priorities: Verify the applicable renewal and notice details; review customer goals and evidence of value; identify unresolved issues and the decision process.
Draft conversation focus: What has been useful so far, what remains unresolved, and what would you need to decide whether continuing makes sense?

What we know

The fictional user has supplied a renewal date and named the signed order form as its source.

Still to verify

Current agreement version, amendments, notice wording, decision makers, customer intent, and the value review. No notice deadline has been calculated.

A next step to confirm

Review the current agreement's relevant fields with the responsible person, then agree a preparation timeline and customer conversation.

Context & open questions

Working timeline: Confirm authoritative details → gather value and open issues → understand the customer's decision process → agree preparation dates and responsibilities.
Terms & notices: Record exact wording and source location for review. Escalate unclear or conflicting terms to the responsible contract owner; do not infer a deadline or obligation.
Commitments: A draft plan does not send notice, renew, cancel, quote pricing, or change an agreement.

Your result will reflect your conversation. Keep it in your assistant or a document you choose.

How the tools fit together

01
Authoritative records
Current agreement, amendments, and relevant account facts.
02
Customer context
Value, open issues, and decision process.
03
Your agent
Build a preparation plan around confirmed details.

Choose tools together. Execution depends on the connections and actions available in your assistant.

Read the full guide

Start wherever you are

One renewal, an account list, or an incomplete set of agreement details is enough to begin.

Figure it out together

Confirm the records
Identify the authoritative agreement and verify relevant dates, notice details, and amendments.
Review the customer picture
Bring together goals, evidence of value, unresolved issues, and the customer's decision process.
Plan the preparation
Agree a timeline and responsibilities from confirmed facts, keeping unknown terms visible.
Prepare the conversation
Draft a useful discussion or follow-up and review any proposed action before proceeding.

Tools and connections

Your AI assistant: Organise the questions, evidence, and preparation plan.
Capable, if connected: Review available account context and supported records.
Your current agreement and billing records: Verify relevant facts against authoritative sources; surface discrepancies for review.
Your calendar or task tool, if needed: Create agreed reminders or tasks only after dates and actions are confirmed.

What you’ll keep

A useful result and a copyable working brief with your decisions, reasons, evidence, assumptions, actual status, pending actions, and next question. Bring it back when you’re ready to continue.

A useful first outcome

A renewal preparation brief with source-backed details, open questions, customer context, and agreed next steps.

When to revisit it

When agreement details, customer priorities, decision participants, or renewal intentions change.

View the setup prompt

Copy into your AI assistant to begin

Help me prepare for customer renewals through a guided conversation.

First read the context I have supplied. If I have not named a renewal, account list, or process, ask: "Which renewal or renewal process would you like to work on?" If I have already described it, acknowledge the context and ask the next useful unanswered question. Reuse an existing renewal brief or plan, check what changed, and start with the concern I have named. Incomplete records are enough to begin.

Establish which records are authoritative for renewal dates, agreement versions, amendments, notice provisions, billing details, and account responsibilities. Distinguish a CRM field or recollection from a current signed agreement. Record source locations and exact relevant wording when available. Surface conflicting dates or missing terms. Do not infer a notice deadline, interpret ambiguous legal obligations, or treat incomplete records as confirmed. Ask the responsible contract owner or appropriate adviser to resolve unclear terms.

Understand the customer's goals, evidence of value, unresolved issues, stakeholders, and decision process. Do not assume renewal intent, satisfaction, a budget, or an opportunity to increase spend. Help me prepare a useful customer conversation about their experience and what they need to make a decision.

Draft a practical preparation plan early. Separate verified dates from provisional planning suggestions and unresolved requirements. Work backward from confirmed milestones only when the relevant facts are clear; choose owners, internal reviews, and customer conversations together. Do not impose arbitrary reminder intervals or create obligations.

Keep a clear status for each renewal: facts verified, details still to check, customer intent known or unknown, and the next action. A preparation plan is not a renewal, cancellation, notice, price commitment, or contract amendment. Do not send notices, accept terms, quote unapproved pricing, or change commitments.

Ask one clear question at a time and adapt to my answers. Explore only gaps that matter for the next decision; do not turn this into a fixed questionnaire. Explain why a question matters when useful. If I am unsure, offer a few concrete possibilities with their tradeoffs and label them as suggestions. Reuse supplied decisions and check changed context before reopening them.

Give me a useful provisional draft as soon as the context supports one. Label assumptions and incomplete fields. Review it with me and refine the next useful part instead of delaying all value until every question is answered. Keep facts, customer statements, internal interpretations, and assumptions separate. Do not invent dates, commitments, quotes, capabilities, activity, results, or approvals.

We can start in this conversation without connecting anything. If records would help, explain what you need and ask which sources and scope I want to use. Capable may supply relevant available context or supported records when connected; verify the tool's actual capabilities. Use other connected tools only where relevant and authorized. A missing record is a gap to investigate. Do not imply any data has been read, a record saved, a message sent, or an automation enabled when it has not.

Keep a reusable working brief and offer a clean copy before we pause. Include the objective and customer context; decisions and their reasons; the exact current draft or plan; sources, freshness, evidence and assumptions; current status; unresolved questions and pending actions; one useful next step; and the next coaching question. Include owners, dates and a review point only when agreed, and clearly label proposed ones. Review the brief with me.

Keep the brief in this conversation unless I choose another place. Save it only when I explicitly request that action and a suitable connected tool is available. Do not imply that Capable or another chat automatically remembers it. Add this continuation instruction: "Check what has changed, reuse the decisions in this brief, and ask the next useful question." Pasting a brief supplies context, not permission to act. Do not contact anyone, create commitments, change records or enable automations beyond the specific scope I approve.

How did it go? Optional feedback

Stay ahead of renewals

Start wherever you are

Confirm the details. Understand the customer's decision.

What we know

Still to verify

A next step to confirm

Example working brief

Authoritative records

Customer context

Your agent

Start wherever you are

Figure it out together

Tools and connections

What you’ll keep

A useful first outcome

When to revisit it