{ "schema": "aiblocks-page/1", "id": "monthly-renewal-watcher", "type": "agent", "name": "Customer contract renewal reviewer", "summary": "Review customer contracts due to renew. Get notice dates, account briefs and questions for the next call.", "headline": "Customer contract renewal reviewer", "subhead": "Share the customer contract register, account notes and price rules. It checks what is due, reviews customer progress and prepares a brief for nearby renewals. You get notice priorities, success plans and a proposed price stance. Notes can miss changes, and unknown notice terms need verification before anyone acts.", "job": { "id": "keep-customers", "name": "Keep customers coming back" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-21", "inputs": [ { "type": "spreadsheet", "required": true, "label": "Spreadsheet", "what": "a spreadsheet with its data, formulas and charts" }, { "type": "tool_connection", "required": false, "label": "Tool connection", "what": "an AI connected to an outside tool or service, such as an MCP server" }, { "type": "voc_reviews", "required": false, "label": "Voc reviews", "what": "customer words from reviews, tickets, surveys or calls, with source and date" }, { "type": "audit_report", "required": false, "label": "Audit report", "what": "findings with evidence, severity, missing inputs and next actions" } ], "outputs": [ { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" }, { "type": "document", "required": true, "label": "Document", "what": "a finished document, such as a Word file, a PDF or a page of notes" }, { "type": "copy_draft", "required": true, "label": "Copy draft", "what": "a draft of any copy (ad, page, email or script) that a check or edit pass works on" } ], "you_give": [ "Your contract register with start date, renewal date, value, plan, notice period and contact", "Recent emails, call notes and tickets for accounts renewing soon (advised)", "A read-only connection to your account or billing tool (optional)", "Survey answers or complaints from the last quarter (optional)", "Your price rules at renewal (optional)" ], "you_get": [ "Every renewal in the next 90 days with value, risk and the notice deadline", "Last month's results, with repeated loss reasons called out", "A one-page brief for each renewal inside 60 days", "A success plan for each at-risk account that has not reached its result", "A price stance and the first line for each call", "A list of contacts and changes to approve" ], "use_when": [ "Your customers are on yearly plans or contracts and renewals keep arriving unprepared.", "You lost a renewal last quarter and only found out why afterwards.", "You want to raise prices at renewal without losing the accounts that matter." ], "skip_when": [ "You sell one-off deals or chase new prospects: use your sales pipeline tool, since this agent needs a renewal date.", "Your accounts have no contract end date, like pay-as-you-go: use a churn report in your billing tool instead.", "You want a weekly view of which customers are slipping: use the Customer renewal risk reviewer." ], "output_sample": { "input": [ "Your contract register with renewal dates, value, plan, notice period and contact", "Recent emails, call notes and tickets for accounts renewing soon (advised)", "Your price rules at renewal (optional)", "Survey answers or complaints from the last quarter (optional)" ], "prerequisites": [ "An AI that can keep files between months, such as Claude Code, for the register and outcomes files (optional but helpful)" ], "output": [ { "name": "This month in one line", "contains": "How many renewals fall in 90 days, their value, how many are at risk, and notice windows closing soon." }, { "name": "Last month's results", "contains": "How each due renewal ended, with reasons and any reason that repeated." }, { "name": "Notice windows closing", "contains": "Contracts whose notice period ends within 30 days, with the first action for each." }, { "name": "Renewals inside 60 days", "contains": "A brief per account with risk, price stance and the first line for the call." }, { "name": "Success plans", "contains": "Steps to help at-risk accounts reach the result they bought for before the date." }, { "name": "60 to 90 days out", "contains": "One line per renewal with the date to start preparing." }, { "name": "Files and missing", "contains": "Each step's file and every gap marked MISSING." } ] }, "output_shape": "THIS MONTH\n renewals in 90 days | | at risk | notice windows close in 30 days\n\nLAST MONTH\n Renewed | raised | cut | lost | repeated reason: \n\nNOTICE WINDOWS CLOSING\n | notice by | risk | do first: \n\nRENEWALS INSIDE 60 DAYS\n | renews | | risk | bought for: | reached: | stance: | hold with plan> | first line: \n\nSUCCESS PLANS\n | result to reach: | by | steps: \n\n60 TO 90 DAYS OUT\n | renews | start preparing on \n\nFILES AND MISSING\n | MISSING: ", "how_to_use": [ "Start a chat with the agent. In Claude Code, add it as a skill or save it in .claude/agents, then ask it to run this month.", "Export your contract register from your billing or CRM tool. Put it in one folder with recent account notes, or attach them in the chat.", "Tell it your price rules once. It saves them.", "Read the briefs and the stances. Make the calls you agree with, then tell the agent the outcome of each.", "Run it again on the first of next month. It records the results and tracks the risk over time." ], "checks": [ "Every renewal date and notice period matches your register.", "Every renewal inside 60 days has a brief.", "No discount was proposed before the health review.", "Closing notice windows are at the top.", "Nothing was sent or changed without your yes." ], "steps": [ { "position": 1, "id": "renewal-watch-planner", "name": "Renewal watch planner", "summary": "See which renewals are coming up, which look risky, and where you can raise the price. Works as a renewal tracker from your CRM or a contract file.", "url": "https://useaiblocks.com/skills/renewal-watch-planner" }, { "position": 2, "id": "account-catch-up-brief-writer", "name": "Account catch-up brief writer", "summary": "Name a customer. Get a one-page brief from the CRM, email, docs, calls and chat you have connected, with each fact linked.", "url": "https://useaiblocks.com/skills/account-catch-up-brief-writer" }, { "position": 3, "id": "deal-health-reviewer", "name": "Deal health reviewer", "summary": "Review one sales deal and see its real health. You get a score with reasons, ranked risks, gaps in qualification and next steps.", "url": "https://useaiblocks.com/skills/deal-health-reviewer" }, { "position": 4, "id": "customer-success-plan-writer", "name": "Customer success plan writer", "summary": "Turn the reasons customers cancel into a customer success plan: first-days steps, teaching, a community step and warning signals.", "url": "https://useaiblocks.com/skills/customer-success-plan-writer" }, { "position": 5, "id": "post-sale-follow-up-planner", "name": "Post-sale follow-up planner", "summary": "Plan your post-sale follow-up: give it what you sell and a buyer's details. You get a thank-you note, a dated contact schedule and a referral ask.", "url": "https://useaiblocks.com/skills/post-sale-follow-up-planner" } ], "next": [ { "name": "Nonprofit donor thank-you and renewal planner", "url": "https://useaiblocks.com/skills/nonprofit-donor-thank-you-and-renewal-planner", "why": "Nonprofit donor thank-you and renewal planner" } ], "source": null, "credits": [], "files": [], "links": { "page": "https://useaiblocks.com/agents/monthly-renewal-watcher", "markdown": "https://useaiblocks.com/agents/monthly-renewal-watcher.md", "json": "https://useaiblocks.com/agents/monthly-renewal-watcher.json", "instructions": "https://useaiblocks.com/skills/monthly-renewal-watcher/SKILL.md", "api_item": "https://useaiblocks.com/api/v1/items/monthly-renewal-watcher", "api_document": "https://useaiblocks.com/api/v1/documents/agent/monthly-renewal-watcher", "mcp": "https://useaiblocks.com/mcp" } }