Renewal and Upsell

An AI account manager in 7 skills, one per job, for the AI you already use. It keeps your renewals on time and your upsells honest.

It works out every decision date, writes the reminders, upsell emails and price letters with your real prices, and scores your accounts so you know which customer to call first.

What you are buying

Your AI today, and with this

The skills inside

7 skills, one per job. A skill is a short instruction file you add to your AI once. It switches on only when you ask for its job, asks a few questions, and checks its work before you see it.

The Different line says what each skill does that a plain AI chat does not.

Renewal Reminders	Writes the dated 90, 60 and 30 day renewal reminder schedule, the three emails and the renewal confirmation.Different: Counts 90, 60 and 30 days back from the decision date, not the renewal date, moves weekend sends to Friday, and puts the price and dates in every email.
Renewal Customer Replies	Writes the reply to a customer who wrote back about renewing, price, a discount, downgrading or cancelling.Different: Names one of 9 reply types first, keeps replies under 80 words, confirms a cancellation in line one, and gives a discount in two steps at most, to your limit.
Upsell and Cross-Sell Emails	Writes an upgrade or add-on email for one account, or ranks pasted accounts by upsell signal.Different: Writes nothing without one of 5 signals at its fixed threshold (80% of a plan limit, 2 requests in 90 days), shows the price difference and blocks red accounts.
Price Increase Letter	Writes a price increase letter with old price, new price and start date, and the maths above it.Different: Checks 60 days' notice and the decision date before writing, shows old, new, difference and % change, and never picks the new price or start date for you.
Account Health and At-Risk Plan	Scores one account out of 10 on five factors and writes a dated save plan and first email if at risk.Different: Scores five factors 0 to 2 from your facts only, marks gaps "not given", goes red on any cancel or notice question whatever the score, and dates each action.
QBR Prep and Summary	Builds a 30-minute quarterly review agenda and prep sheet, then turns your notes into the summary email.Different: Gives the customer over half of a 30-minute agenda, asks the same 3 questions in order, and writes "owner not given" or "date not given" rather than invent.
Renewal Book Review	Sorts a pasted list of accounts into one table by what needs doing first, in batches of 25 rows.Different: Works out each row's decision date, days left and health score, then sorts in a fixed 6-step order: red within 90 days first, rows missing a date or price last.

How you use it

1. Upload each skill once from the 1 - Skills folder to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. Each one switches on by itself when its job comes up.
2. No skills on your plan, or another AI? Attach the all-in-one file to a chat, or add the skill files to a project or custom GPT.
3. Ask for the work in plain words. The skill asks a few short questions first, then does the job.

See the set-up steps for each AI before you buy.

What arrives

A zip file, straight after you pay. Inside:

• A start-here PDF with the clicks for each AI.
• 7 skills, one per job, ready to upload to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot.
• The same skills as text files for ChatGPT, Gemini, Grok, Copilot or any other AI, and one all-in-one file.

Good to know

• It only uses the prices, terms and usage you give it. If a job needs a number it does not have, it asks.
• It needs today's date to work out reminder dates and notice. Tell it, or it will ask.
• With no discount limit on your card, it treats the limit as zero and never offers one.
• Customer pushing back on price live on a call? The Objection Handler pack gives you the words while they wait.
• 14 days to get your money back if it does not do what this page says.