Separate carried-over contract value from evidenced expansion in a supplied renewal review. The download provides a specific review process. It does not make decisions or act in an account.
Download the free skill
One complete Markdown file. No subscription, checkout or fabricated setup files.
Download SKILL.mdWhat to provide
Old and proposed contracts, customer IDs, terms, currencies, recurring amounts and owner definitions.
How it works
- Match customer and contract lineage by stable ID, preserving both versions.
- Align annual/monthly units and recurring scope before comparing values.
- Apply supplied renewal, expansion and contraction definitions; a term extension alone is not expansion.
- Return a draft value bridge and undefined classifications. Do not change CRM categories or send offers.
The output
customer/contract | old comparable value | new value | renewal base | expansion/contraction | evidence gap
Worked fictional example
Fictional annual recurring 100 renews at120 for the same scope: base100 and expansion20 under supplied rule. A two-year200 deal at the same annual100 is not annual expansion100.
Checks and limits
Preserve source versions and original values. Unknowns stay unknown. Use a qualified reviewer for regulated, legal or hiring decisions. No send, share, account change, schedule, ledger update or payment is authorized. No live account test is claimed.
More sales workflows · How-to guides
Method: reviewed source. Demand lead: GSC sales pipeline and investor clusters; distinct from pipeline snapshots. These are site-query cluster impressions and method evidence, not exact new-topic monthly search volume or a traffic promise. Checked October 4, 2026.