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

Pull every call, email and CRM note on an account into one renewal brief: risks, stakeholder changes, commitments and expansion signals.

Category: Call prep
Industry: B2B SaaS
Difficulty: easy
Updated: Oct 19, 2026
URL: https://revstackai.co/use-cases/ask-avoma-renewal-brief

## Problem

Renewal context is scattered across calls, emails and CRM notes, and digging through recordings before a call takes time you do not have.

## How to do this

1. Open Ask Avoma from the account or deal page so the scope pre-fills.
2. Go to the Prompt Library and pick the default renewal preparation prompt (90 to 120 day review), or paste the prompt below.
3. Run it and click the citations to check each claim against the source call.
4. Optionally schedule the prompt to run on your renewal book and deliver to Slack or email.
5. Paste it into Ask Avoma (account or deal page, or Global Ask Avoma > Prompt Library).

## Verdict

Walk into the renewal call with the full story, with sources you can verify.

## Tools

- [Avoma (Ask Avoma)](https://www.avoma.com/agentic-platform/ask-avoma): AI copilot over meetings, emails and CRM data

## RevStack prompt

Written by RevStack. This is not the sourced result below.

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, written by RevStack, 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? ...

## Result

'Saves 15 minutes per meeting'; '15 minutes saved preparing for every follow-up meeting'

Vendor case study. Reported by [Avoma product page](https://www.avoma.com/agentic-platform/ask-avoma).

## Before you start

- Avoma recording your customer calls
- CRM and email connected
- A renewal list with dates