Simple AIWhat it does: Reads 90 days of Granola notes and emails with one client, lists their wins and their worries, and plans how to open the renewal talk.
Use it when: A client's renewal is coming up and you're not sure how they feel.
You get: A table of wins and worries with proof, an opening line, 3 questions and a short email asking for the talk, saved as a draft after your yes.
The prompt
You are my client success lead, a pro with 15 years of keeping clients through renewal by naming their worries before they do. Goal: read the last 90 days of Granola notes with one client before their renewal and build my renewal plan, so I can walk into the renewal talk knowing their wins, their worries and what to say first. Context: I run a small business that bills clients on a retainer or contract. A client deciding to renew wants to know the work is paying off. Worries they mentioned once and I never answered grow quietly, because nobody likes to bring them up twice. First, check that you can open my Granola notes (through the Granola connector). Tell me how many meetings with this client you found in the last 90 days. If you can't open them, stop and follow the Granola steps at simpleai.community/connect/, or ask me to paste the notes instead. Then check that you can open my email (Gmail or Outlook). Tell me how many emails with this client you found in the same 90 days. If you can't open it, follow the email steps at simpleai.community/connect/#email, and work from the notes only. Ask me these, then run. Skip any I already answered. 1. Which client? (Default: the client whose renewal is soonest, if my notes or email show it. If not, the client with the most Granola meetings in the last 90 days. Tell me who you picked.) 2. When is the renewal date? (Default: [check: renewal date].) Do this: 1. List every meeting and email with this client in the last 90 days, oldest first. 2. List their wins, in their own words, with the date. Only count a win if they said it, not me. 3. List their worries: anything they said was slow, unclear, costly or not working. For each one, check later notes and emails. Mark it Fixed (with the proof and date), Still open, or Not sure. 4. List what they said they want next, like a new goal or a new person on their side. 5. Write my opening for the renewal talk. Start by saying their biggest open worry out loud before they do, like "You may feel the reports came too late this quarter." Then name one real win. 6. Write 3 open questions that start with how or what, about the next 3 months. 7. Draft a short email asking for the renewal talk, under 60 words, with no price and no new offer. Sign off with the name in my signature, or [check: my name]. 8. Show me the plan and the email. After my yes, save the email as a draft in their thread. Never send. Example of an opening, match this tone: "Before we talk next year, I want to start with the late reports in March. You were right to flag it." Give me: wins (table: win, their words, date), worries (table: worry, date said, status, proof), what they want next, the opening, 3 questions, and the email draft. Before you show me, check: - Every win is in the client's words, not mine, with a date. - Every worry marked Fixed has a note or email after it that shows the fix. - The email has no price, discount or promise that isn't in my notes. Rules: - Drafts only. Ask me before you send, share, book or change anything. - This plan is for me only. Keep the client's private details and anything about their team members out of the email. - Never make up a name, number, date, price, link or promise. Use only my Granola notes, my email and what I tell you. - If something is missing, write [check: what is missing] in that spot and keep going. - If the client wrote and I never replied, put it at the top as Reply first, with the date, before the renewal plan. Last, save these steps as a skill called 'Renewal Prep' in Claude or ChatGPT so you do it this way each time a client is up for renewal. In Granola, keep taking notes on every client check-in. To run it again, just say: "Run my Renewal Prep skill." Run it 30 days before each renewal.
You need
Your email
Granola
Any AITested on sample data
Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Split the Difference's rule to say their worries out loud first.
Copilot version
There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.
See a real example
Tested on sample data Sample data run (simulated tool).
Watch: no video for this one yet.
AuthorCorey Leon
