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renewal-prep

Skill

Prepare for a renewal by assembling pre-renewal context — value delivered and value moments, risk handles, and stakeholder state — from recent conversations and account_research. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone asks "prep m

0Automation

Install

git clone https://github.com/Zoominfo/zoominfo-mcp-plugin.git ~/.claude/skills/renewal-prep

What is renewal-prep?

Prepare for a renewal by assembling pre-renewal context — value delivered and value moments, risk handles, and stakeholder state — from recent conversations and account_research. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone asks "prep me for the Acme renewal", "what's our case for renewal", "what are the risks going into this renewal", or wants a renewal brief. Strictly evidence-based: it does not assume the renewal date or terms; if those are not provided, it asks the user before drafting.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Inherit all session tools

Declares no tool restrictions — inherits every session tool

~140 tokens of context used while enabled, before you invoke anything

Documentation

README · ~2 min read

Renewal Prep

Build the case and the risk map for a renewal: where value has landed, what could derail it, and who decides — grounded in what was actually said.

Prerequisites

conversation_intelligence requires at least one connected meeting or email source; conversation_intelligence and account_research consume AI credits. browse_engagements (optional cadence check) is free and needs an active integration. If no conversation data exists, build from account_research and say the value/risk read is limited, pointing the user to their ZoomInfo admin.

Input

Provided via $ARGUMENTS:

  • Account (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via search_companies.
  • Renewal details (ask if not given) — the renewal date, term, and ARR are often not in ZoomInfo data. Do not assume them. If they matter to the brief and were not provided, ask the user before drafting.

Workflow

  1. Resolve the account. Use the ZoomInfo ID directly, or resolve a name/domain via search_companies.

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