Renew and grow recurring revenue
27 primitives in this stage — 25 skills · 2 agents. Concept-stage catalogue, kept vendor-agnostic.
Watch for approaching renewal windows and fire reminders →
"A renewal slipped because no one noticed the date — this runs so that never happens again."
Surface sector-relevant items for live accounts →
"I want to be the advisor who notices things — but I can't watch every source for every client. This does the watching so I show up at the right moment."
Draft the value-framed renewal outreach →
"I never know how to start the renewal conversation without it feeling like a nudge for money — this gives me language that leads with what they got."
Frame the renewal fee, scope, and cadence →
"I always agonise over whether to hold the price or adjust it — this forces me to reason through it once and document the rationale cleanly."
Confirm scope and parameter changes for this cycle →
"I kept re-running the prior-period scope without checking what had changed — clients notice, and they resent paying for stale analysis."
Apply the scoring rubrics to this period's data →
"The methodology is the product — this is where the value is actually produced, not just packaged."
QA the output against the template and prior period →
"Sending a deliverable where a section was blank or a number moved without explanation is how you lose the renewal you just secured."
Build the findings-and-changes narrative for this period →
"Clients don't read the full report — they want someone to tell them what moved and what it means in five minutes."
Capture review feedback and confirm cycle closeout →
"Things said in the review debrief disappear unless someone writes them down in the moment — this makes capture a step, not an afterthought."
Surface unmet needs from delivery artefacts →
"The upsell was sitting in the delivery notes the whole time — I just didn't have a step that looked for it."
Judge gap reality and timing readiness →
"Raising the wrong line at the wrong moment costs more goodwill than staying quiet — this is the step where I think before I speak."
Frame the adjacent line to a known problem →
"I know the service is right for them — I just don't know how to make the connection feel obvious to them rather than obvious to me."
Handle questions and read appetite →
"I can pitch the line, but I can never tell if the hesitation means not now or not ever — this helps me read the room and ask the right closing question."
Scope the deliverable and timeline →
"Interest is not a sale — the moment I can describe exactly what they'll get, the conversation shifts from exploratory to real."
Quote price and handle negotiation →
"Discounting on the spot because I didn't have a rationale ready costs me more than the negotiation was worth — this forces me to think it through before the call."
Identify the new internal buyer →
"The CFO loved the work but the CHRO runs the same process in another division — I just needed to know who to ask and how to frame the parallel."
Engineer a warm intro from the sponsor →
"A cold approach to a peer of my existing contact never lands — this helps me make the ask in a way that's easy for the sponsor to forward."
Make the case to the new unit and close →
"The proof exists — I just need it translated from what the first team cared about to what this team cares about."
Draft the mid-point check-in outreach →
"I always mean to check in between deliverables but end up writing something generic — this gives me language that sounds like me and lands as personal."
Interpret the satisfaction signal and decide follow-up →
"The client said 'yes it was useful' but something felt flat — this step helps me decide whether that's nothing or whether I need to dig."
Compose a value-first outreach to one account →
"Forwarding a link with 'thought you'd find this interesting' is lazy — this gives me a message that makes the connection explicit without feeling like I'm selling."
Assess referral readiness and timing →
"Asking too early after a rough patch torched a relationship I'd built for two years — this step exists so I never make that mistake again."
Draft the referral ask and intro language →
"Clients want to refer me but they don't know what to say — this gives them the intro copy so the ask becomes a one-click forward."
Qualify a received introduction →
"Not every referral is a good referral — I needed a way to say 'not right now' to an introduction without offending either party."
Prepare the outcome-debrief conversation guide →
"I kept walking into the debrief without a clear plan and getting vague answers — this gives me questions that pull out the specific story, not the polite version."
Draft the case study or testimonial copy →
"The story was there in the notes but I couldn't see it — this shapes the raw material into something I'd actually put in front of a prospect."
Summarise a touch into a structured log entry →
"I remember the conversation but I never write it up, and two months later I'm reconstructing it from memory — this makes capturing it as fast as the call itself."