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Alta GTMS team
Creator

Renewal Expansion Brief

Walk into every renewal with a case to grow

Raised by customers on 350+ calls in the past year

Before each renewal, Luna writes a summary of usage and value delivered, and drafts an upsell proposal sized to how the account actually uses you.

Expansion
Luna
Reviewed by Alta

What it does

  1. Finds renewals coming up in the next 60 to 90 days
  2. Summarizes usage and value delivered from your own data
  3. Sizes the upsell to how the account actually uses you
  4. Drafts the proposal and talking points for the account owner

You give it

  • Your renewal dates
  • Your plans and pricing

You get

  • A usage and value summary per renewal
  • A draft upsell proposal sized to usage
  • At-risk accounts flagged

Why it works

Proposals anchored on real usage feel fair, not pushy. Bringing them to every renewal turns retention into growth.

Run this play

Copy the SKILL.md below into your agent
Works in Alta, Claude, Cursor and Codex
Runs on
Luna
Category
Expansion
CostAlta credits per run, shown before it runs
ApprovalEvery run stops at a draft for you
--- name: renewal-expansion-brief description: Before each renewal, summarize usage and value delivered and draft an upsell proposal sized to real usage. agent: Luna category: Expansion ends_in: brief and draft proposal --- # Renewal Expansion Brief A renewal is the one meeting where growth is already on the agenda. ## How it runs 1. **Find renewals** coming up in the next 60 to 90 days 2. **Summarize usage** and the value delivered, from your own data 3. **Size the upsell** to how the account actually uses you 4. **Draft the proposal** and the talking points for the account owner ## Rules - Only numbers from your own data, each with its source - Flag at-risk accounts instead of pitching them
- The brief is ready 60 to 90 days before renewal - Every number comes from your own usage data, with its source - At-risk accounts get a save plan, not an upsell
The play fileSKILL.md

This is the whole play. Read it, copy it, or change it for your team - it runs the same in Alta, Claude, Cursor and Codex.

Install this play
Claude app or claude.aiUpload the zip as a skill

Download the zip, then upload it as a skill in your Claude settings. Code execution needs to be on.

Claude CodeDrop the folder in

Unzip it into your skills folder. Claude Code finds it on its own.

~/.claude/skills/
Cursor and other agentsAdd the SKILL.md

Put the folder where your agent reads skills, for example:

.cursor/skills/

Run it where you work

Same play, same result. Pick the place you already are.

In Alta

One click

Open Skills in Alta, pick the play and press Run. Or ask Ask Alta to run it for the companies you care about.

In Claude

Ask in plain words

Connect Alta to Claude and describe the target. Claude loads the play, the agent does the work, and the draft opens in Alta for you to approve.

In Cursor or Codex

Drop in the file

Add the SKILL.md to your agent's skills folder with the Alta plugin connected. Edit it like code, and keep your team's version in the repo.