32 lines
1.3 KiB
Markdown
32 lines
1.3 KiB
Markdown
---
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name: renewal-playbooks
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description: Use to design and maintain structured renewal/save motions across segments
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and risk levels.
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---
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# Renewal Playbooks System Skill
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## When to Use
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- Building standardized renewal motions (green maintainers, yellow accelerators, red save plays).
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- Coordinating cross-functional resources for strategic accounts.
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- Training CSM/AEs on messaging, proofs, and negotiation sequences.
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## Framework
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1. **Segmentation** – define tiers, ARR thresholds, personas involved, and governance requirements.
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2. **Trigger Matrix** – map health indicators and risk levels to recommended plays.
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3. **Narrative Blocks** – curate value stories, ROI stats, roadmap previews, and reference assets per persona.
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4. **Commercial Guardrails** – outline pricing levers, discount approvals, and deal-desk steps.
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5. **Measurement** – tie each play to conversion, churn, and NRR metrics with review cadence.
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## Templates
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- Playbook card (objective, trigger, assets, timeline, owner, metrics).
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- Meeting brief template for QBR/EBR with executive checklist.
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- Risk mitigation plan linking issues to functional owners.
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## Tips
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- Pair with `escalation-framework` for red-tier governance.
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- Refresh narratives quarterly with product + marketing to keep proof points current.
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- Include structured feedback loops so CSMs capture deviations that worked well.
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---
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