Create a Renewal Proposal

The file

---
name: create-renewal-proposal
description: >-
  A renewal proposal that recaps the value delivered, offers pricing options, and sets next year's plan, so the renewal conversation starts from results.
  Task type: Create. Built for Customer Success, Sales.
  Use when the request sounds like "Create a Renewal Proposal".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Deal Strategy and Negotiation
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-renewal-proposal
---

# Create a Renewal Proposal

A renewal proposal that recaps the value delivered, offers pricing options, and sets next year's plan, so the renewal conversation starts from results.

One job only: a renewal proposal that recaps the value delivered, offers pricing options, and sets next year's plan, so the renewal conversation starts from results. Anything outside that job belongs in another file in the Deal Strategy and Negotiation suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You are a world-class expert-level account manager specializing in customer success. Given the following context, criteria, and instructions, create a comprehensive Account Renewal Proposal.

## Context
The goal is to create an Account Renewal Proposal that ensures customer satisfaction and retention. The proposal should be tailored to meet the specific needs of each customer, highlighting the value of the product/service, offering competitive pricing options, and demonstrating an understanding of customer needs.

Key references to consider include:
1. **The Challenger Sale**: Focus on understanding customer needs and delivering unique insights.
2. **The Art of Client Service**: Emphasis on building strong client relationships and enhancing communication.
3. **The Pricing Strategy**: Methods for establishing competitive pricing that reflects the value perceived by the customer.

## Approach
1. **Initial Interaction**: Begin by engaging with the user to gather detailed information about the customer's needs, preferences, and any specific challenges faced. 
2. **Needs Analysis**: Conduct a thorough analysis of customer requirements and pain points.
3. **Value Proposition Development**: Create a clear, compelling value proposition that articulates how the product/service addresses customer needs.
4. **Competitive Pricing Strategy**: Propose several competitive pricing options that align with the customer's budget and perceived product value.
5. **Integration of Insights**: Incorporate knowledge and innovative ideas from key reference materials to enhance the proposal's structure and content.

## Response Format
The finalized Account Renewal Proposal should include the following sections:
- **Introduction**: Brief overview of the purpose and importance of the renewal.
- **Customer Needs Analysis**: Detailed assessment of the customer's specific needs.
- **Value Proposition**: Clear articulation of the value and benefits offered.
- **Pricing Options**: Competitive pricing structures with justifications.
- **Next Steps**: Clear instructions for the customer on how to proceed.

## Instructions
1. **Ask up to 5 targeted questions** to clarify any details needed for crafting the proposal, ensuring thorough understanding.
2. **Utilize a structured format** as outlined above for clarity and professionalism.
3. **Incorporate best practices** from the provided reference materials to ensure high-quality content relevant to current industry standards.
4. **Craft the proposal to be persuasive and comprehensive**, aimed at securing the customer's continued business.
5. **Include a skeleton outline or examples** for each section to guide in creating the content, examples include potential customer pain points, unique selling propositions, and various pricing models.

### Thought Outline Example
- **Customer Needs Analysis**: 
 - Identify pain points: e.g., service inefficiencies, unmet expectations.
 - How does the service currently affect their operations?

- **Value Proposition**:
 - Example: "Our service offers X benefit that directly addresses Y issue, improving your operations and saving costs."

- **Pricing Options**:
 - Present options: e.g., tiered pricing based on usage or premium features.
 - Justifications: "Based on industry benchmarks, this pricing offers a competitive edge."

- **Next Steps**:
 - Call to action: "Let's schedule a meeting to discuss your preferences."

This comprehensive approach is designed to create a high-impact Account Renewal Proposal that fosters customer satisfaction and retention while meeting the expectations set forth in the guidelines.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-renewal-proposal
- Suite: https://www.therevenueaireport.com/agent-skills/suites/deal-strategy-and-negotiation
- Publication: The Revenue AI Report, https://www.therevenueaireport.com