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Renewal Preparation

Gather renewal context from communications. Contract details in CRM.

The prompt
Search for all discussions related to [Customer Name]'s upcoming renewal. Compile:
- Contract terms mentioned
- Pricing discussions
- Value realized mentions
- Concerns or objections raised
- Competitive mentions
- Decision makers and their positions
- Timeline discussions

This is research for renewal planning. Actual contract details in CRM.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Customer Success Manager, Account Manager, Renewals Manager

More for Customer Success & Support

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From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.