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Case for moving a monthly customer to annual v1.0.0

Use this resource to prepare the case for moving a monthly customer to a prepaid annual plan

New

  • 324 downloads
  • 223 likes
  • 195 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install annual-prepaid-conversion-case

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent pulls the invoice history, runs the eligibility check, projects growth and applies the discount tiers. It adds recent touchpoints and writes a short briefing with a Slack draft.

Mostly picked by

Updated November 2, 2026

Card for the “Case for moving a monthly customer to annual” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: eligibility check, discount tiers and workflow
  • SKILL.md: short briefing and plain-text Slack draft

Good fit for

  • A customer has paid monthly for over a year and could move to annual
  • You must justify an annual-conversion discount to a manager

Not for

    Tags

    • annual
    • discount
    • conversion
    • billing

    About

    You say

    “Prepare the annual move for this account: 18 months of invoices and a Slack draft.”

    Card for the “Case for moving a monthly customer to annual” skill

    Skill published by posthog under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to prepare the case for moving a monthly customer to a prepaid annual plan
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md18.3 KB

    Origin and licence

    Listed unmodified

    Author
    posthog
    Source
    github.com/posthog/skills/tree/221bfed4f757a4b7e1826a9573665e1152c4d728/skills/team/customer-success/monthly-to-annual
    Licence
    MIT

    Notice

    « monthly-to-annual » (posthog, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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