Design or audit an outcome-led customer success operating system across segmentation, onboarding after technical migration, activation, adoption, health, risk intervention,…
Build a joint customer success plan for a specific account. Use when asked to create a success plan, joint success plan, mutual action plan, or customer onboarding plan.
Designs customer success programs that reduce churn, increase expansion revenue, and build customer advocacy.
Use when QBR narrative work depends on approved evidence, sourced outcomes, and visible confidence instead of vague customer-success claims.
续费风险分析 Skill是面向续费报告的产品级 Hermes Skill，年级、册别、单元、知识点和难度通过参数传入。 Workflow: institution_renewal_insight.run.
Reads all policy renewal dates, calculates days until renewal, filters to policies renewing within 60 days, and categorizes each as shop/auto-renew/coverage-review.
Monthly renewal watch scanning all policy renewal dates and flagging anything renewing within 60 days.
Activate when: an insurance agent wants to keep clients renewing and buying more lines; 'how do I stop losing clients at renewal', cross-sell/round-out accounts, book retention;…
Writes a structured renewal alert to vault/insurance/open-loops.md with policy type, carrier, renewal date, current premium, prior year premium (if available for change…
Strukturierte, quantitative IT-Vertragsrisikoanalyse für den EU/DACH-Rechtsraum (Österreich, Deutschland, Schweiz, EU).
Finds every software license, SaaS subscription, and IT service contract approaching renewal or expiry from email — surfacing the deadline, seat count, cost, and whether a renewal…
Universal front door for ALL work across 9 personas (CEO/strategist, consultant, sales AE, pre-sales, marketer, developer, QA, customer-success) — brainstorms WHEN intent is vague…
Run a pre-renewal review of an insurance programme: scan coverage gaps against current operations, test limit adequacy against inflation and exposure growth, read the claims…
Use when renewal risk signals from usage, support, CRM, stakeholder notes, or commercial context need safe intake and confidence grading.
Your per-renewal analyst. Connect a CRM plus a product-analytics tool (and optionally a meeting tool) and turn any "will this renewal happen?" question into a per-deal verdict:…
Manage the customer renewal process with health-based playbooks, timeline tracking, and risk mitigation strategies
Renewal orchestration playbook - risk identification, renewal motion design, multi-thread engagement, commercial negotiation, and expansion-at-renewal plays.
Build a structured renewal playbook for a customer account. Use when asked to plan a renewal, structure a renewal negotiation, prepare for an expansion conversation, or build a…
Predicts client renewal likelihood based on health score signals. Analyzes engagement, support, adoption, satisfaction, billing, stakeholder, and usage data to calculate a…
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.
Assesses how ready each customer is to renew based on their email sentiment, engagement level, open issues, and any renewal conversations already in progress.
Zeigt Verträge mit ablaufenden Kündigungsfristen an und warnt rechtzeitig, bevor Verlängerungs-/Kündigungsfenster schließen. Relevant insbesondere bei § 309 Nr.
展示具有即将到来的取消截止日期的合同，在通知窗口关闭前发出预警， 基于维护的续约登记册运行。当用户询问"什么即将续约""哪些续约即将到期" "我们是否错过了取消窗口""将此添加到续约追踪器"时使用，或按计划运行。 接收来自 saas-msa-review 的交接数据。
Design or audit a trustworthy revenue operating system across account/contact/opportunity data, lifecycle and pipeline stages, source attribution, qualification and discovery,…
SaaS churn and retention analysis: cohort-based churn rates, retention curves, revenue churn vs logo churn, at-risk customer identification, expansion vs contraction MRR, churn…
Use when a task needs the judgment of a commercial services sales representative — displacing an incumbent vendor before a contract's renewal-notice window closes, building a…
Renewal: Schriftsatz-, Brief- und Memo-Bausteine: konkreter Spezialworkflow mit Sachverhaltsklärung, Rechtsrahmen, Belegen, Risikoampel und verwertbarem Output.
Guide recurring human-relationship practices — success plans, health evidence, renewal and expansion signals, QBRs, handoffs, escalation, and closed-loop Voice of Customer.