Run the Ask Avoma renewal prompt 90 to 120 days before a renewal

Copy the prompt

Written by RevStack for this job. Paste it where the step above says. It is separate from the sourced result on this page.

Inputs

• Account name
• Renewal date
• Contract value and products

Using only this account's meetings, emails and CRM records, prepare a renewal brief for {{account}} renewing on {{renewal_date}} ({{contract}}).

Cite the source meeting or email for every point. If something is not in the data, say 'not found'.

1. Health: usage or value signals mentioned in the last two quarters.
2. Stakeholders: who joined, left or changed role.
3. Commitments we made and whether we delivered.
4. Risks: complaints, competitor mentions, budget comments.
5. Expansion signals.
6. Three questions to ask on the renewal call.

Example output

An illustration of the shape of the answer. Not a reported result.

Health: weekly usage discussed as steady (QBR, Jun 12).
Stakeholders: new VP Ops joined (call, Aug 3). Champion unchanged.
Commitments: SSO promised by Q3, delivered (email, Sep 2).
Risks: competitor named on pricing (call, Aug 3).
Expansion: asked about adding a second team (call, Sep 20).
Questions: What would the second team need? ...