Renewal orchestration covering forecasting, play execution, and retrospectives
Installation
npx claude-plugins install @gtmagents/gtm-agents/renewal-orchestration
Contents
Folders: agents, commands, skills
Included Skills
This plugin includes 3 skill definitions:
deal-desk
Use to manage pricing, packaging, and approval workflows for renewal
View skill definition
Renewal Deal Desk Skill
When to Use
- Structuring pricing proposals, multi-year offers, or incentive bundles on renewals.
- Coordinating finance, legal, and exec approvals for discounts or contractual changes.
- Ensuring negotiation notes, approvals, and commitments are logged for auditability.
Framework
- Pricing Guardrails – define floor rates, uplift expectations, unit economics, and exception thresholds.
- Approval Ladder – map discount bands and non-standard terms to required approvers and SLAs.
- Packaging Toolkit – list common offer constructs (multi-year, success-based, bundling) with positioning guidance.
- Documentation Standards – specify data needed in each deal (business case, ROI, churn risk, competitor intel).
- Post-Deal Review – feed outcomes into analytics to refine guardrails and coach GTM teams.
Templates
- Deal intake form capturing pricing ask, rationale, and risk level.
- Approval matrix cheat sheet with contact info and expected turnaround.
- Commercial summary sheet for exec briefings.
Tips
- Partner early with finance to forecast impact of concessions.
- Keep revision history accessible to avoid conflicting promises.
- Sync final terms back to CRM/billing immediately to prevent renewal errors.
escalation-framework
Use to govern executive involvement, cross-functional response, and risk
View skill definition
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
- Tier Definitions – outline criteria for green/yellow/red escalations and required response times.
- Stakeholder Matrix – assign owners (CSM, AE, exec sponsor, product, finance, legal) per tier.
- Communication Protocols – define templates, meeting cadences, and status update requirements.
- Decision Authority – specify who can approve concessions, roadmap commitments, or contract terms.
- 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-playbooksto 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.
renewal-playbooks
Use to design and maintain structured renewal/save motions across segments
View skill definition
Renewal Playbooks System Skill
When to Use
- Building standardized renewal motions (green maintainers, yellow accelerators, red save plays).
- Coordinating cross-functional resources for strategic accounts.
- Training CSM/AEs on messaging, proofs, and negotiation sequences.
Framework
- Segmentation – define tiers, ARR thresholds, personas involved, and governance requirements.
- Trigger Matrix – map health indicators and risk levels to recommended plays.
- Narrative Blocks – curate value stories, ROI stats, roadmap previews, and reference assets per persona.
- Commercial Guardrails – outline pricing levers, discount approvals, and deal-desk steps.
- Measurement – tie each play to conversion, churn, and NRR metrics with review cadence.
Templates
- Playbook card (objective, trigger, assets, timeline, owner, metrics).
- Meeting brief template for QBR/EBR with executive checklist.
- Risk mitigation plan linking issues to functional owners.
Tips
- Pair with
escalation-frameworkfor red-tier governance. - Refresh narratives quarterly with product + marketing to keep proof points current.
- Include structured feedback loops so CSMs capture deviations that worked well.