RenewRenewal prepHuman review required

Renewal Proposal Framing

Frame the renewal conversation around value delivered and the year ahead, before price ever comes up.

A renewal framed on price is a discount negotiation waiting to happen. Lead with the value you delivered and the year they want next, and keep your internal floor exactly where it belongs: internal.

The template

Copy it, swap the {{marked}} variables for your account, and run it.

prompt.txt

Help me frame a renewal conversation with a customer. Produce a short talking
structure (not a script) that leads with value delivered, connects to their
goals for next year, and only then addresses the commercial terms. The goal is
a confident renewal, not a discount scramble.

Customer: {{customer}}
Value delivered this term (defensible): {{value_delivered}}
Their goals for next year (if known): {{next_year_goals}}
The proposed terms: {{proposed_terms}}
Known friction (price sensitivity, budget, competitor): {{friction}}
My walk-away / floor (internal, do NOT put in customer-facing text): {{floor}}

Rules:
- Lead with value and the year ahead. Price is the third move, not the first.
- Do not put my internal floor or walk-away into any customer-facing language.
- If they have a real objection coming, prepare a stance, do not pretend it away.
- Keep it as a structure I can adapt live, not a rigid script.

Variables

{{customer}}: Customere.g. Cedar & Vine
{{value_delivered}}: Value delivered this terme.g. cut scheduling errors 30%; rolled out to 6 of 9 locations
{{next_year_goals}}: Their goals next yeare.g. finish the 9-location rollout; add labor forecasting
{{proposed_terms}}: Proposed termse.g. flat renewal + a modest seat increase for the new locations
{{friction}}: Known frictione.g. they mentioned budget scrutiny and got one competitor quote
{{floor}}: Your internal floor (never customer-facing)e.g. can hold flat but not discount below current; internal only

Worked example

A CSM is heading into a renewal where the customer has hinted at budget pressure and pulled a competitor quote. The account got real value this year but is not fully rolled out. She wants to walk in leading with results and the year ahead, not open by defending price.

filled-prompt.txt

Customer: Cedar & Vine
Value delivered this term: cut scheduling errors 30%; rolled out to 6 of 9 locations
Their goals for next year: finish the 9-location rollout; add labor forecasting
The proposed terms: flat renewal + a modest seat increase for the new locations
Known friction: they mentioned budget scrutiny and got one competitor quote
My walk-away / floor: can hold flat but not discount below current; internal only

Good output vs bad output

GOODLeads with the concrete result, makes the renewal about the customer's own roadmap, addresses price only after value is established, and keeps the internal floor entirely out of the customer-facing framing.

TALKING STRUCTURE (adapt live)

1. Open on value, specifically. "Before we talk terms: this year we cut your
   scheduling errors 30% and got six of nine locations live." Make them nod on
   the result first.

2. Bridge to next year. "The obvious next move is finishing the last three
   locations and turning on labor forecasting, which is where the bigger
   savings are." Now the renewal is about their roadmap, not our invoice.

3. Then terms. "Renewal holds flat, plus seats for the new locations." Frame
   the seat increase as tied to their own expansion, not a price hike.

4. Handle the budget objection head-on. If scrutiny comes up: "Fair. Here's
   the value math for the year ahead." Lead with ROI, not a discount.

5. On the competitor quote: ask what they were solving for. Do not badmouth;
   reframe on the rollout continuity they would lose by switching mid-way.

(Your internal floor is not referenced anywhere above, by design.)

BADLooks fine at a glance. Here is why it fails.

Renewal Talking Points for Cedar & Vine:

Hi! It's renewal time. We're proposing a flat renewal plus a seat increase for
your new locations. We know budget is tight, so we have some flexibility, we
can hold flat and won't go below your current rate, and we're happy to work
with you on pricing to keep your business. We value the partnership and want to
make this easy. Let us know what works for your budget!

Privacy leakPuts the internal floor, "won't go below your current rate", "we have flexibility", straight into customer-facing language, handing the customer your whole negotiating position.
Buried ledeOpens with "it's renewal time" and price, never mentioning the 30% error reduction or the six live locations. It leads with the invoice, not the value.
Wrong register"We want to make this easy", "what works for your budget" is a discount-scramble posture that invites the customer to negotiate down before value is even on the table.
No next stepIgnores their next-year goals (finishing the rollout, labor forecasting), so there is no forward story to renew into.

Guardrails

When NOT to use this

Do not use it to paper over a term where you delivered little value. If the results are not there, framing will not save the renewal, and inflating them backfires.
Not a substitute for your deal desk or commercial approval; framing is not authority to set terms.

Responsible use

The internal floor field exists so you can hand the model context WITHOUT it leaking. Verify no version of your floor appears in any customer-facing output.
Value claims must be defensible. A customer who catches an inflated result will discount everything else you say in the negotiation.

A human must review the output before it reaches the customer.

Model + settings

Model: Claude Opus for a high-value or contested renewal; Sonnet for routine flat renewals.
Temperature: 0.4 (moderate, natural framing, but disciplined on what stays internal)
Settings: Always mark the internal floor as "do NOT put in customer-facing text" and then check the output for leaks. This is the one field that must never travel.
Ask for a structure, not a script; a rigid script reads wooden and you cannot adapt it live.

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