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escalation-framework Use to govern executive involvement, cross-functional response, and risk resolution for at-risk renewals.

Renewal Escalation Framework Skill

When to Use

  • Managing red/yellow accounts approaching renewal with unresolved blockers.
  • Coordinating cross-functional support (product, finance, legal, exec) on high-stakes negotiations.
  • Documenting escalation paths to ensure clarity on ownership and timelines.

Framework

  1. Tier Definitions outline criteria for green/yellow/red escalations and required response times.
  2. Stakeholder Matrix assign owners (CSM, AE, exec sponsor, product, finance, legal) per tier.
  3. Communication Protocols define templates, meeting cadences, and status update requirements.
  4. Decision Authority specify who can approve concessions, roadmap commitments, or contract terms.
  5. Post-Escalation Review capture learnings, update playbooks, and track commitments.

Templates

  • Escalation intake form (issue, impact, requested support, deadline).
  • Executive briefing doc with talking points, risks, and desired outcomes.
  • Resolution tracker to log actions, owners, and next check-ins.

Tips

  • Pair with renewal-playbooks to ensure escalations tie back to structured plays.
  • Keep approval matrices accessible so field teams know who to engage.
  • Review escalations monthly to ensure commitments are fulfilled.