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생산성 및 협업 · SKILL.md

renew-or-churn-call

renew-or-churn-call

Score an account's renewal likelihood on a five-level scale with probabilities, and name the next move for the account owner. Use when asked will this account renew, what's the churn risk on this account, should we run a save play, or when a renewal is 30–120 days out and the owner needs a calibrated read rather than a gut feel. Produces the account state i…

Independent GitHub snapshot · Automated classification · Original documentation governs

Skill 문서

GitHub

name: renew-or-churn-call description: "Score an account's renewal likelihood on a five-level scale with probabilities, and name the next move for the account owner. Use when asked will this account renew, what's the churn risk on this account, should we run a save play, or when a renewal is 30–120 days out and the owner needs a calibrated read rather than a gut feel. Produces the account state in a fixed schema, the five-level renewal score with a probability per level and confidence, the mapped next move, and the single signal that would change the call." version: 1.0.0

Renew or Churn Call

Health scores drift into vibes because nobody defines the levels. This skill fixes five levels — from will churn to will renew and expand — each with the evidence that puts an account there, and returns a probability for every level. The next move is mapped to the level, so the output is an action, not a colour.

Where this sits

After cs-health-scorecard (which gathers the dimensions) and before renewal-playbook or cs-escalation-brief (which run the move). This one decides which move.

What This Skill Produces

  • The account state — six fields, filled from CRM and usage evidence
  • The renewal score — one of five defined levels, with a probability per level and a confidence score
  • The next move — mapped from the level (save play, playbook, discovery call, standard motion, expansion)
  • The flip signal — the one change in state that would move the level
  • The forecast line — for the renewals sheet: level, probability, move, owner, date

Required Inputs

Ask for these if not provided; mark unknowns rather than guessing:

  • account — name, ARR, renewal date, term
  • usage — active seats vs licensed, 90-day trend, key feature adoption
  • engagement — last executive touch, QBR held, support tickets open/closed, NPS or CSAT
  • champion — still in role? sponsor aligned?
  • commercial — price change at renewal, competitor in play, procurement signals
  • history — prior escalations, credits, missed commitments

Framework: Five Defined Levels

LevelEvidence that puts an account hereNext move
0 · will churnChampion gone, usage collapsing, competitor selected, or procurement told usEscalate now: exec-to-exec call, save play with a concession budget
1 · at riskUsage down, exec contact stale, open escalation or price objectionRun the renewal playbook with a 60-day save plan
2 · uncertainMixed signals: healthy usage but no sponsor, or engaged but under-adoptedDiscovery call to find the sponsor and the value gap
3 · likely renewUsage steady, sponsor engaged, no blockers, price acceptedStandard renewal motion; confirm timeline with procurement
4 · renew and expandGrowing usage, seats capped, expansion asked forExpansion proposal before the renewal paperwork

Thresholds. Act on the mapped move when confidence ≥ 0.55 and the top level's probability ≥ 0.6. Otherwise hold and look at the shape: a 0.40 / 0.40 split between at risk and likely renew is a discovery call, not a save play — the split itself says the sponsor question is unanswered.

Getting probabilities. Any calibrated decision model that scores against ordered, described levels serves this contract; the repo ships an adapter (node integrations/jev/decide.mjs renew-or-churn-call --state state.json, contract in integrations/jev/decisions/). Without one, the assistant estimates and labels it.

Output Format

Renewal call: [account] · ARR [x] · renews [date]

State (six rows, unknown where unknown)

Score

LevelProbability
0 will churn0.xx
1 at risk0.xx
2 uncertain0.xx
3 likely renew0.xx
4 renew and expand0.xx

Expected level: x.x · Confidence: 0.xx · Source: [model / estimate]

Verdict: [act: move] or [hold — shape says: …] Flip signal: [the one state change that moves the level, and who would know] Forecast line: [account] · L[n] p=0.xx · [move] · [owner] · [date]

Quality Checks

  • Every state field is evidence or unknown; no invented usage numbers
  • All five probabilities shown; expected level computed
  • The move is the one mapped to the level, not a freelance idea
  • A split distribution is read as a question, not averaged into a colour
  • The forecast line is one line and fits the renewals sheet

Anti-Patterns

  • RAG colours with no definition — "amber" that means something different to each CSM
  • Averaging a bimodal distribution into "medium risk"
  • Save play by reflex — running concessions on an account whose problem is a missing sponsor
  • Ignoring the champion field — the single most predictive signal, most often left blank
  • Letting the score replace the call — the account owner owns the forecast; this is the evidence

Example Trigger Phrases

  • "Will Acme renew in November? Give me a real read."
  • "Churn risk on this account — save play or not?"
  • "Score this renewal and tell me the next move."
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