Before you start: open the deal for the one account whose renewal you are working, and run Ask Jiminny on the deal so it can see every interaction rather than one call. To sweep a whole book of renewals at once, use the Panorama prompt Renewal Risk Review instead.
Copy the text below and paste it into Ask Jiminny âŹď¸
Review this account's calls and emails and tell me where the renewal conversation can be opened now, and what value evidence is still missing before it will land.
Structure the output as:
How ready this account looks for a renewal conversation, and what that judgement rests on
The openings they have already given us â requests, plans or praise we can build on, naming the call or quoting the email
The value they have already acknowledged, in their own words
What is still unproven or unresolved, and who needs to confirm it
Finish with the opening message the CSM should send, and who to send it to
Base every point on what the customer actually said or wrote, and name the source. On a deal, Jiminny reads call summaries rather than full transcripts, so quote emails directly and paraphrase calls. If the account is not ready, say so rather than forcing it.