Made for Consultants
Turn Results Into a Strong Renewal Conversation
120 min
Advanced
Communication
Prepare for a Conversation
Turn engagement results, unresolved needs, and stakeholder priorities into a clear renewal recommendation, practical offer options, and a confident conversation plan.
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Use this when
Use this 30 to 60 days before an engagement ends, after a major milestone, during annual planning, or when a client asks what should happen next. You can also use it when the work delivered value but the next scope isn't obvious.
You'll need
- Client and engagement
- Original goals
- Delivered results
- Evidence sources
- Future priorities
- Stakeholder context
- Renewal timing
- Commercial boundaries
- Relationship health
- Current hypothesis
You'll get
- A sourced value case with no unsupported claims
- The client's next priorities identified
- The urgency of those priorities tested
- A renewal, expansion, diagnostic, pause, or closure path chosen
- The reason for the chosen path documented
- Bounded offer options
By the end of this playbook
You will have:
- A sourced value case with no unsupported claims
- The client's next priorities identified
- The urgency of those priorities tested
- A renewal, expansion, diagnostic, pause, or closure path chosen
- The reason for the chosen path documented
- Bounded offer options
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Client and engagement: I completed a six-month operating model review for a regional nonprofit. Original goals: Reduce request turnaround, clarify handoffs, and improve manager prioritization. Delivered results: The pilot reduced median turnaround from nine business days to six and removed two approval loops. Evidence: Baseline and pilot dashboards, manager survey comments, sponsor emails, and final review notes. Future priorities: Extend the process to three more teams and improve capacity reporting. Stakeholders: The operations vice president sponsors the work, finance approves spending, and a new chief operating officer will influence the decision. Timing: Budget requests are due in two weeks, and the engagement ends next month. Commercial boundaries: I can support two teams at once and won't include system implementation. Relationship health: Strong but untested for renewal. Current hypothesis: Recommend a two-team rollout before an organization-wide commitment.
Sample assembled prompt
Executive Read: Recommend an adjusted renewal... The pilot shows a measurable turnaround... Safe value claim: During the pilot... The available evidence supports association, but... Primary option: Extend the operating model... Fallback option: Run a short readiness... Decision request: Agree on whether the... Key gap: The new chief operating...