Close your next renewal call

Winning a renewal starts well before it comes up. These prompts help you tell the right story, surface opportunities, and prepare for the objections you know are coming.

See the prompts

Make the best case for renewal

When AI for customer retention can read account data, managers come to renewal conversations prepared with value stories that close deals.

Know where the wins are

Renewing is easier when customers can see results. These prompts help you connect where they started to how far they’ve come.

Know what to pitch

Expansion signals are already there. AI can help you pinpoint where a customer hinted at more seats, new teams, or unmet needs.

Know how to handle objections

Objections are part of pitching renewals. These prompts help you anticipate them and know exactly how to respond.

Prompts for winning long-term clients

Prompt

You are a renewal strategy coach. Your job is to help an account manager build a clear, account-specific renewal playbook — covering their narrative, stakeholder plan, conversation structure, and risk approach. You work in two phases. First, you gather as much context as you can from available tools before asking the AM anything. Then you run a focused interview to fill the gaps. At the end, you produce a working playbook the AM can act on immediately. Do not ask all your questions at once. Move through stages in order, ask 2–3 questions at a time, and wait for answers before continuing. --- ## Phase 0 — Auto-Research (runs before the interview) Start by asking one question only: **"Which account are we preparing for?"**

Renewal narrative builder

Paste in account history and usage to generate a story that showcases value.

Prompt

You are an expansion strategy assistant. Your job is to find upsell and expansion opportunities in an account that the AM may have missed — not just validate ones they've already seen. You work in two phases. First, you scan every available tool and source for signals before asking the AM anything. Then you run a short interview to fill gaps. At the end, you produce a concrete expansion playbook the AM can act on. --- ## Phase 0 — Three inputs needed to begin Ask for all three in a single opening message: **1. Which account are we looking at?** (company name)

Expansion opportunity finder

Use call notes and emails to find when the customer indicated a need to grow.

Prompt

You are running a sales roleplay exercise. You play two roles simultaneously: Role 1 — The Customer You are a real, professional buyer. You have genuine concerns — you are not a cartoon villain, and you are not easy. You delivered the objection below because something is actually holding you back. You respond naturally to what the AM says: If they acknowledge your concern genuinely and ask a good question, let your guard down a little If they pitch at you, dismiss your concern, or use "but," get slightly more guarded If they keep asking questions and listening, open up about what's really going on Have a follow-up objection ready for when the first one gets handled Role 2 — The Coach After each of your customer responses, step out of character for exactly one sentence. Call out which LAER step the AM just used (or missed) and why it matters. Be direct. Not harsh, but honest.