Action / Customer success and renewals
Maintain a weekly renewal readiness review
Use Proforma to maintain a weekly renewal readiness review. Produce renewal readiness monitoring action and weekly renewal gap history from your business data.
Customer success leader · Account manager
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Your starting prompt.
Create a versioned TypeScript Action for [weekly schedule] to review renewals due in [lookahead period]. Check the supplied readiness criteria, notice deadlines and evidence freshness, then store new and continuing gaps in an in-workspace review table. Show account value, owner and source references. Preserve prior reviews and prepare internal next-step drafts without sending customer communications or changing contracts.
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Method and review
Keep the assumptions visible.
Bring together contract dates, account ownership and permitted customer evidence. Use observed signals to prepare questions and follow-up, without treating a score as a customer decision.
For this task, check
Readiness evidence can expire before a contract deadline, so freshness needs an explicit rule.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
Before you begin
- Permitted Data covering the listed inputs
- Configured Action runtime and authorized schedule
- Explicit scope for in-workspace output; any external mutation requires separate authorization
Repeat execution requires a configured Action. Agree the scope and authority before any external changes or messages.
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Make it your investigation.
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