Hire an AI customer contract renewal reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• 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

How it does the job well

• Write for one named audience and one action. Each asset has a single job.
• Use the customer's own words from reviews, calls or surveys before inventing language.
• Every claim needs proof the business can show. Leave unproven claims out or mark them.
• Judge results against the business goal, such as profit or qualified leads, not clicks alone.

Mistakes it avoids

• Starting the renewal conversation with the price.
• Offering a discount to an account that has not reached its result.
• Preparing only the at-risk ones. Healthy renewals get lost through silence.
• Missing a notice window because the risk looked low.
• Generic copy that could fit any brand.
• Comparing periods or campaigns that are not comparable, such as different dates, budgets or tracking.

What a good result looks like

An example, not your task: Your customers are on yearly plans or contracts and renewals keep arriving unprepared.

• This month in one line. How many renewals fall in 90 days, their value, how many are at risk, and notice windows closing soon.
• Last month's results. How each due renewal ended, with reasons and any reason that repeated.
• Notice windows closing. Contracts whose notice period ends within 30 days, with the first action for each.
• Renewals inside 60 days. A brief per account with risk, price stance and the first line for the call.
• Success plans. Steps to help at-risk accounts reach the result they bought for before the date.
• 60 to 90 days out. One line per renewal with the date to start preparing.

How the work is checked

• Every renewal date and notice period is read from the register, not guessed.
• Every renewal inside 60 days has a brief.
• No discount is proposed before the health review and success plan were read.
• Notice windows closing in 30 days are at the top.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Dharmesh Shah and Joe Girard would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Read last month. Records how each renewal ended and flags a reason that repeated three times in a quarter.
• List what renews. Finds every renewal in the next 90 days with timing, risk and room to raise, and puts closing notice windows first.
• Prepare each one inside 60 days. Builds a brief per account from your notes, emails and calls, covering what they bought for, what happened and who decides.
• Sort each renewal. At risk gets a health review and, if the result was not reached, a success plan. Healthy gets a thank-you and an early conversation.
• Set the price stance. Hold, raise by the allowed amount, or hold with a plan, from your rules. Never a discount before the review.
• Log and hand back. Updates the register and stops for your yes.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id monthly-renewal-watcher only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/monthly-renewal-watcher/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• 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)

Helpful context (optional)

• A note when a customer's buyer or champion changes
• Usage or order data for accounts renewing soon

Tools and access

• Claude Code: It can keep the register and outcomes files between months and run on the first working day.
• Your CRM or billing tool: Export contracts with renewal dates, notice periods and value. A read-only connection lets the renewal step read them directly.
• Any good chat AI: Sorting cancel reasons and drafting a plan is text work any strong chat AI does well with this skill.
• Your help desk or survey tool: Gives you the cancel reasons and dates to paste in.
• A contact or spreadsheet tool: Keep the buyer record and the dates in one place.
• Any good chat AI: Short notes and schedules are simple text work.

Functions and deliverables

• Customer contract renewal reviewer: Review customer contracts due to renew. Get notice dates, account briefs and questions for the next call.
  • 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
• Renewal watch planner: 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.
  • Renewal calendar by date
  • Risk flags per account
  • Price uplift estimates
  • Prep actions for each renewal
  Source: Anthropic.
• Account catch-up brief writer: Name a customer. Get a one-page brief from the CRM, email, docs, calls and chat you have connected, with each fact linked.
  • A one-page account brief
  • Links to each source record
  • Open deals and recent contacts
  • Gaps where data was blank
  • Suggested next steps for you to approve
  Source: Anthropic.
• Deal health reviewer: Review one sales deal and see its real health. You get a score with reasons, ranked risks, gaps in qualification and next steps.
  • Health score with the reasons behind it
  • Ranked list of risks
  • Qualification gaps
  • Recommended next actions
  Source: Anthropic.
• Customer success plan writer: Turn the reasons customers cancel into a customer success plan: first-days steps, teaching, a community step and warning signals.
  • The result the customer paid for, in their words
  • The leave reasons in groups with the stall points
  • A first-days plan, teaching list and community step
  • Warning signals with a response, plus owners, dates and cost
• Post-sale follow-up planner: 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.
  • A personal thank-you note
  • A dated contact schedule
  • A list of what to record about the buyer
  • A plan for a problem and a referral ask
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Dharmesh Shah: Plan useful marketing, compare ideas or clarify team culture using Dharmesh Shah’s public approach. Build a small test and focus on customer success.
  • Your problem worked on the way Dharmesh Shah would: their questions, their method, their push-back
  • The answer or the work, in Dharmesh Shah's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Joe Girard: Plan follow-up after a sale through Joe Girard’s recorded approach. Thank buyers, handle problems and stay in touch after delivery.
  • Your problem worked on the way Joe Girard would: their questions, their method, their push-back
  • The answer or the work, in Joe Girard's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• 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.

Limits to check before starting

• 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.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• 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.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/monthly-renewal-watcher for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.