Tool Marketplace / Pipeline & forecasting
Renewal Risk Report
$4.99 · free with ProDrop in your account list and see which customers might not renew, exactly how much revenue is at risk, and a save plan and email for each one, plus a forecast note.
For account managers, reps and sales managers who own renewals and don't want to find out a customer is leaving the week the contract ends.
Upload your accounts from HubSpot, Salesforce, Pipedrive, Dynamics or a spreadsheet. A built-in calculator scores every account renewing in the next 90 days on four warning signs (usage or orders dropping, your champion leaving, open issues, and going quiet), totals the dollars at risk and ranks them.
You get a save plan and ready-to-send email for each high-risk account, a one-line play for the rest, early-renewal and growth openings in your healthy accounts, a renewal calendar and a three-sentence forecast note for your manager. It only uses what's in your data, never promises discounts you didn't approve, and works in Claude, ChatGPT, Gemini, Copilot or any AI tool.
Example output
At a glance
| Renewing in next 90 days | 8 accounts · $262,000 |
| At risk (HIGH + MEDIUM) | 6 accounts · $169,000 (65%) |
| HIGH | 4 accounts · $123,500 |
| MEDIUM | 2 accounts · $45,500 |
| LOW | 2 accounts · $93,000 |
| Check now | Pinecrest Market, $22,000: renewal date passed 18 days ago, no PO |
| Biggest risk | Brightline Logistics, $36,000: champion left, orders down 15%, no contact in 67 days |
| Do first | Call Rob Feld at Cedar Valley Clinics today. Renewal is in 28 days. |
Risk ranking
| Rank | Account | Value | Renewal | Days left | Score | Level | Drivers |
|---|---|---|---|---|---|---|---|
| 1 | Brightline Logistics | $36,000 | Fri, Jan 1 | 60 | 8 | HIGH | Usage down 15%, champion left, no contact 67 days |
| 2 | Harbor Foods | $64,000 | Thu, Dec 31 | 59 | 5 | HIGH | Usage down 24%, 3 open issues |
| 3 | Lakeshore Bakery | $14,000 | Wed, Jan 20 | 79 | 5 | HIGH | Usage down 12%, 2 open issues, no contact 35 days |
| 4 | Cedar Valley Clinics | $9,500 | Mon, Nov 30 | 28 | 4 | HIGH | Usage down 8%, champion unknown, 1 open issue, no contact 48 days |
| 5 | Bayview Seafood | $27,000 | Fri, Jan 29 | 88 | 2 | MEDIUM | Usage down 3%, no contact 43 days |
| 6 | Granite Foods | $18,500 | Tue, Dec 1 | 29 | 2 | MEDIUM | Champion unknown, no contact 38 days |
| 7 | Pioneer Grocers | $52,000 | Fri, Jan 15 | 74 | 0 | LOW | None |
| 8 | Summit Dairy | $41,000 | Tue, Dec 15 | 43 | 0 | LOW | None |
Pattern: three of the four HIGH accounts are buying less and have a service problem open (late deliveries, damaged shipments, billing). This is a service story first, not a price story.
Save plans
1. Brightline Logistics · $36,000 · renews Fri, Jan 1
Risk: the buyer who chose you, Ana Ruiz, left in September. Kevin Moss now owns purchasing and hasn't heard from you in 67 days. Orders are down 15%. Play: re-sell from scratch. Meet Kevin, learn what he cares about, recap the year. Who to involve: Dana Okafor, for a manager-level intro if Kevin is slow to reply. Do by: Fri, Nov 6
Subject: next year's film supply
Kevin,
I worked with Ana on Brightline's stretch film and haven't had the chance to meet you since you took over purchasing. That's on me.
Your agreement renews January 1. Before then, I'd like 20 minutes to hear what you need from a supplier next year and walk you through how this year has gone.
Does Tuesday, November 10 or Wednesday, November 11 work?
Sam Rivera · Northside Supply Co.
Why it works: owns the gap, gives Kevin a reason to meet that's about him, and asks for one specific thing.
2. Harbor Foods · $64,000 · renews Thu, Dec 31
Risk: orders are down 24% since Coastal Pack quoted them in September, and three late-delivery complaints are still open. Contact is recent, so Lena is talking to you, but the issues give her a reason to switch. Play: fix first, then talk renewal. Close the three complaints in writing with dates. Who to involve: [your delivery or operations owner]. Do by: Wed, Nov 4
Subject: your three open delivery issues
Lena,
You have three late-delivery complaints open with us, and I don't want any of them hanging over your renewal on December 31. I'll send a written status on each, with a fix date, by Friday.
Once those are closed, can we talk about what next year looks like, including anything that's changed on your side since September?
Sam Rivera · Northside Supply Co.
Why it works: leads with her problem, not your renewal, and opens the door to the Coastal Pack conversation without naming it.
3. Lakeshore Bakery · $14,000 · renews Wed, Jan 20
Risk: two damaged shipments in October, orders down 12%, and no contact in 35 days. Play: fix first. Confirm what's being done about damage, then book a planning call. Who to involve: [your shipping or quality owner]. Do by: Tue, Nov 10
Subject: the damaged October shipments
Mina,
Two of your October shipments arrived damaged, and I haven't followed up with you since. I'm sorry about that. Here's what we're changing: [fix].
Your agreement renews January 20. Could we set 20 minutes the week of November 16 to make sure next year runs smoother?
Sam Rivera · Northside Supply Co.
Why it works: owns the miss specifically. The [fix] stays bracketed until you know it.
4. Cedar Valley Clinics · $9,500 · renews Mon, Nov 30
Risk: renewal in 28 days. No contact in 48, champion unknown, one issue open. Rob has said invoices split across four clinics are "a mess." Play: escalate today (under 30 days). Fix the billing and confirm who decides. Who to involve: Dana Okafor today; [your billing contact]. Do by: Tue, Nov 3
Subject: fixing your invoices before renewal
Rob,
You told me billing across your four clinics is a mess. Before your renewal on November 30, I'd like to fix that. One invoice for all four, or one per clinic, whichever is easier for you.
Can we talk for 15 minutes this week? And is anyone besides you involved in the renewal?
Sam Rivera · Northside Supply Co.
Why it works: solves the one problem he's named, and finds out who decides.
Quick plays for the rest
| Account | Value | Driver | Play | Do by |
|---|---|---|---|---|
| Granite Foods | $18,500 | Champion unknown, 38 days quiet; new ops director started in October | Ask Paul for an intro to the new director before the Dec 1 renewal | Thu, Nov 5 |
| Bayview Seafood | $27,000 | 43 days quiet; usage down 3% (notes say volume dips every fall) | Book a next-year planning call; confirm the dip is seasonal | Fri, Nov 13 |
Healthy and ready
- Pioneer Grocers, $52,000, renews Fri, Jan 15: Priya asked about produce bags for two new stores. Bring a quote to the renewal conversation.
- Summit Dairy, $41,000, renews Tue, Dec 15: Erin wants multi-year pricing. If you can offer it, propose an early multi-year renewal now.
Renewal calendar
| Month | Accounts | Value | Renewing |
|---|---|---|---|
| November 2026 | 1 | $9,500 | Cedar Valley Clinics (Nov 30, HIGH) |
| December 2026 | 3 | $123,500 | Granite Foods (Dec 1, MEDIUM), Summit Dairy (Dec 15, LOW), Harbor Foods (Dec 31, HIGH) |
| January 2027 | 4 | $129,000 | Brightline Logistics (Jan 1, HIGH), Pioneer Grocers (Jan 15, LOW), Lakeshore Bakery (Jan 20, HIGH), Bayview Seafood (Jan 29, MEDIUM) |
Also: Pinecrest Market, $22,000, renewal date passed October 15. Confirm status today.
Forecast note for your manager
$262,000 renews in the next 90 days, and $169,000 of it (65%) shows risk signals, with $123,500 at high risk. The biggest are Harbor Foods ($64,000), where orders are down 24% with three open delivery complaints, and Brightline ($36,000), where our buyer left. This week I'm closing Harbor's complaints in writing, meeting Brightline's new buyer, fixing Cedar Valley's billing before its November 30 renewal, and confirming where Pinecrest's late renewal stands.
Ask your manager:
- Can you join a call with Kevin Moss at Brightline if he doesn't reply by Friday?
- Can we offer Summit Dairy multi-year pricing to lock in $41,000 early?
Made-up sample data. Your results use your own.
What's inside
- SKILL.md with the full renewal review and save-plan method
- A risk calculator script and a matching Excel/Google Sheets version
- Save plays for every warning sign, and where to find each column in your CRM
- Ten sample accounts to try it in 30 seconds
- A complete worked example: risk ranking, four save emails and a forecast note
- One-file prompt and setup guide for ChatGPT, Gemini, Copilot or any AI agent
How to use it
- Download the file. Keep it zipped.
- In Claude, open Settings and find Skills (under Capabilities). Turn Skills on if it's off.
- Click Upload skill and choose the file you downloaded.
- Ask Claude for the task in plain words. It picks up the skill on its own.
- Using Claude Code? Unzip the file into ~/.claude/skills/ instead.
- Using ChatGPT, Gemini or Copilot? Unzip the file and open other-ai-tools.md. It walks you through saving the skill as a custom GPT, a Gem or a Copilot agent, or pasting it into any chat.
Save with a bundle
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