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Customer renewal playbooks by segment v1.0.0

Use this resource to run the customer renewal process with actions suited to each segment

New

  • 538 downloads
  • 169 likes
  • 147 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install customer-renewal-playbooks

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 segments the portfolio by health and contract length, sets a timeline and defines a playbook per risk level. You get a 90-day renewal plan and a revenue forecast.

Mostly picked by

Updated November 2, 2026

Card for the “Customer renewal playbooks by segment” skill

Details

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

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What you get

  • SKILL.md: segmentation by health and contract, and timeline
  • SKILL.md: risk-level playbooks and renewal forecast

Good fit for

  • Several contracts expire this quarter
  • You want to anticipate at-risk renewals

Not for

    Tags

    • renewal
    • retention
    • forecast
    • contracts

    About

    You say

    “Build a 90-day renewal playbook for my annual customers whose usage is falling.”

    Card for the “Customer renewal playbooks by segment” skill

    Skill published by guia-matthieu 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 run the customer renewal process with actions suited to each segment
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md6.9 KB

    Origin and licence

    Listed unmodified

    Author
    guia-matthieu
    Source
    github.com/guia-matthieu/clawfu-skills/tree/4108f5c010ccaa8b5707fa05ca1d888ae167e548/skills/customer-success/renewal-management
    Licence
    MIT

    Notice

    « renewal-management » (guia-matthieu, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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