customer-renewal-evidence-brief

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• LISTING.md
• SKILL.md
• verified-demonstration.md · evidence/
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SKILL.md (first lines)

# Customer Renewal Evidence Brief

Turn buyer-pasted account notes into a renewal-preparation brief that separates
observations, customer statements, planned actions, and missing evidence. It helps a
team prepare the next renewal conversation; it does not predict whether a customer
will renew.

## Input

Ask for the account name, renewal date if known, the period covered, usage or support
observations, customer statements, stakeholder updates, open requests, completed and
planned actions, owners, and the next customer touchpoint. Treat an omitted date,
owner, contract detail, outcome, or explanation as unknown.

## Method

1. Make an evidence ledger. Label every supplied item `observed`,
   `customer-reported`, `planned`, `completed`, `unknown`, or `needs verification`.
2. Keep activity changes separate from the reason for a change. Do not turn a usage
   observation, a cancelled meeting, or a budget comment into a renewal prediction.
3. Group the pasted material into adoption, support, stakeholder, commercial, and
   next-step signals. Leave an empty group explicit rather than filling it from
   general knowledge.
4. Draft a compact brief with known facts, open questions, and only the supplied
   owner and timing details.
5. Return a renewal-conversation agenda that asks for verification before any
   commitment, forecast, or account-health conclusion is used.

## Output

Return, in order:

1. A renewal-preparation summary with the supplied account, period, and next
   touchpoint.
2. A signal table that distinguishes evidence from unknowns.
3. An action register containing only supplied completed or planned actions, owners,
   and dates.
4. A conversation agenda and verification queue for the next customer discussion.
5. An evidence ledger for every material statement.

## Boundaries

Use only the material pasted into the chat and general language reasoning. Do not
inspect product telemetry, CRM records, support systems, contracts, invoices, emails,
or calendars. Do not calculate a renewal probability, diagnose a cause, declare
account health, make a customer commitment, or contact anyone. A responsible account
owner must verify the brief before using it in a customer or internal meeting.

From Daisuke134/life-manager, MIT.

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