lo-renewal-manager — independently scanned and version-tracked by SaferSkills.
SaferSkills independently audited lo-renewal-manager (Agent Skill) and scored it 100/100 (green). The audit ran 55 deterministic rules across Security, Supply Chain, Maintenance, Transparency, and Community; it found 0 high-severity and 0 lower-severity findings. The full rule-by-rule trace and per-finding evidence are below. Free, methodology-open.
Findings & checks · 0 flagged
Every scanned point with the score it earned and what moved between them.
First recorded scan — no prior version to compare against.
The primary manifest — the file an agent reads to learn what this artifact does.
Tracks renewal timelines, triggers milestone-based workflows, surfaces readiness signals, and manages the operational process from T-180 through close. Part of the Lifecycle Orchestration pillar -- the highest-stakes workflow in CS because it directly protects revenue.
This is a tracking, triggering, and surfacing skill. It manages the timeline and surfaces context. It does not negotiate, set pricing, decide on concessions, or have the renewal conversation. Those are human decisions -- the CSM and their manager own the commercial outcome.
| Milestone | Days to Renewal | Actions Triggered |
|---|---|---|
| T-180 | 180 days | Initial renewal flag. Pull health data, usage trends, contract history. Create renewal opportunity in CRM if not already present |
| T-120 | 120 days | Renewal readiness assessment. Score renewal risk. Surface to CSM with recommended preparation actions |
| T-90 | 90 days | Active renewal phase begins. Increase check-in cadence (via lo-check-in-scheduler). Generate renewal prep brief. Alert CSM to begin renewal planning |
| T-60 | 60 days | Renewal conversation expected. Flag if no renewal activity logged in CRM. Generate commercial context brief |
| T-30 | 30 days | Escalation check. If renewal is not in progress (no CRM stage advancement), alert CSM + manager |
| T-14 | 14 days | Final check. If renewal is not confirmed, escalate to CS leadership |
| T-0 | Renewal date | Outcome tracking. Was the account renewed, churned, or extended? Log outcome and trigger post-renewal workflow |
Continuously maintain a calendar of all accounts with their renewal dates:
Generate a renewal risk assessment by pulling:
Renewal risk classification:
| Classification | Criteria | Recommended Action |
|---|---|---|
| On Track | Health > 75, no active risk signals, engagement stable or growing | Standard renewal process |
| Watch | Health 65-75, or 1 active risk signal, or engagement flat | Increase touchpoint frequency, prepare value narrative |
| At Risk | Health < 65, or 2+ risk signals, or champion departure, or competitive signal | Immediate CSM + manager review. Save plan may be needed before renewal |
| Critical | Health < 50, or competitive signal + renewal < 90 days, or customer has stated intent to leave | Executive engagement. Full save play. Do not wait for renewal timeline |
Invoke bi-account-brief with renewal context to produce:
Monitor CRM opportunity stage for the renewal:
For the portfolio, produce a rolling renewal forecast:
{
"forecast_date": "2026-03-10",
"next_90_days": {
"total_renewals": 24,
"total_arr_renewing": 1850000,
"on_track": { "count": 16, "arr": 1200000 },
"watch": { "count": 5, "arr": 420000 },
"at_risk": { "count": 2, "arr": 180000 },
"critical": { "count": 1, "arr": 50000 }
},
"renewals_this_month": [
{
"account": "Acme Corp",
"arr": 85000,
"renewal_date": "2026-04-01",
"risk_classification": "watch",
"risk_factors": ["Engagement declining", "Economic buyer not engaged"],
"csm": "Jane Doe",
"crm_stage": "Negotiation"
}
]
}Per-account renewal record:
{
"account_id": "string",
"renewal_date": "2026-06-15",
"days_to_renewal": 97,
"current_milestone": "T-120",
"risk_classification": "watch",
"risk_factors": ["Health trending down (74, declining)", "No exec engagement in 60 days"],
"expansion_opportunity": true,
"crm_opportunity_status": "created",
"crm_stage": "Qualification",
"last_renewal_activity": "2026-02-20",
"next_action": { "type": "T-90 renewal prep brief", "due": "2026-03-16" },
"csm": "Jane Doe"
}| Decision Point | Context Provided | What the Human Decides |
|---|---|---|
| Renewal risk classification (T-120) | Risk score, health data, signals, contract history | Whether the classification is accurate given relationship context; what preparation is needed |
| Renewal approach (T-90) | Renewal prep brief with full context | How to frame the renewal: standard, with expansion, with concession, or with save play |
| Negotiation strategy | Commercial data, competitive signals, contract history | Pricing, terms, concessions, escalation to leadership |
| Stalled renewal (T-30) | CRM stage history, customer engagement, risk signals | Whether to escalate, change approach, or accept timeline |
| Critical renewal (T-14) | Full context, escalation history | Executive engagement, final save attempt, or churn acceptance |
Required:
bi-health-score (health data for risk scoring)Strongly recommended:
bi-risk-detector (active risk signals)bi-expansion-detector (expansion signals for renewal + growth conversations)bi-account-brief (renewal prep brief generation)lo-check-in-scheduler (cadence adjustment during renewal phase)references/renewal-playbook.md -- Detailed renewal workflow by risk classification~30 seconds. Free. No account. Every finding cites a rule and a line of evidence.