name	renewal-risk-watch
description	Match accounts renewing soon in the CRM to G2 buyer intent on competitors and the category, check usage, support and meetings, then rank the accounts and brief the CSM. Runs as a weekly sweep or on one named account.

Renewal risk watch

G2 buyer intent shows which companies are researching competitors or your category. This skill matches that activity to accounts that renew soon, adds evidence from the other connected sources, and returns a ranked list or a one-page brief. G2 intent is a research signal at company level. It does not predict churn, and every output says so.

Hard rules

• Read only. Never call unlock_companies, list_locked_companies, list_unlocked_companies or get_unlocked_company_details. They spend G2 Activate credits or reveal contacts, and a renewal check needs neither.
• Intent is company-level. Never name or guess at an individual visitor.
• Never fill a gap. A missing source, a missing CRM field or an unmatched domain is shown on the output as a gap.
• Never email or message a customer. The only outside action is posting the ranked list to Slack, and only when the person has named a channel.

Inputs

Ask once, in one message, for anything missing.

1. Mode: a weekly sweep over all accounts renewing in the window, or one named account.
2. Renewal window in days for a sweep. Default 90. A named account uses its own renewal date.
3. G2 lookback in days. Default 90. Always set explicit date filters, because the G2 intent tools default to the last 7 days.
4. Slack channel for a sweep, if the list should be posted.

Step 1: Find renewing accounts in the CRM

Find fields by meaning, not by fixed name. Look for renewal date or contract end date, account owner or CSM, account domain or website, contract value, and any health or risk field. Record the exact field names you used and show them in the footer. If you cannot find a renewal date or a domain field, stop and ask which field to use.

For a sweep, list the accounts with a renewal date inside the window. For a named account, find it by name and confirm with the person if more than one record matches.

Step 2: Resolve the G2 product

Use list_my_products. If the person owns more than one product, ask which one. Use that product for every G2 call.

Step 3: Pull G2 activity

Call browse_buyer_intent with the person's product as the subject, an explicit date range for the lookback, and the dimensions company_name, company_domain, product_name, signal_type and week. The result mixes direct activity (the person's own product) with indirect activity (competitors and category pages). Call browse_competitive_intelligence for the same product and range to see which competitor products and comparison pages each company viewed.

If a company_domain filter is accepted, filter to the CRM domains. If it is not, page through the company-level rows and match locally. Use page size 250, follow the cursor, and stop when the pages run out or every CRM domain has been checked.

Signal rules

These are starting defaults set by the blueprint author. They have not been tested against real churn data. Adjust them against your own history before relying on them.

G2 signal tiers

Count distinct weeks with activity inside the lookback. Competitor activity means indirect activity on a competitor product. Category activity means category pages only. Own-product activity never counts toward a tier.

• Strong: competitor pricing or compare activity in 2 or more distinct weeks, or 2 or more competitor products viewed with at least one pricing or compare signal.
• Moderate: competitor profile, pricing or compare activity in a single week, or category activity in 2 or more distinct weeks.
• Weak: category activity in a single week.
• None: no indirect activity in the lookback.

Corroborating signals

A corroborating signal is any of these:

• Usage down against the prior period of equal length.
• An open escalation, or ticket volume up against the prior period.
• A customer call in the lookback that raised a competitor, price or contract concern.
• No logged contact with an executive-level person at the account inside the lookback.

Count each source once. A source that is not connected cannot supply a signal.

Calls

• Red: a Strong or Moderate G2 tier plus at least one corroborating signal from a connected source.
• Amber: a Strong or Moderate G2 tier with no corroborating signal, or a Weak tier plus at least one corroborating signal. Intent alone never goes above Amber.
• Clear: no G2 signal and no corroborating signal found, with at least one non-G2 source connected. Clear means nothing was found. It does not mean safe.
• Unrated: no G2 match and no other source connected, or G2 unavailable.

Show the basis beside each call: the tier, the weeks, the products and the sources that agreed.

<!DOCTYPE html> <html lang='en'> <head> <meta charset='utf-8'> <title>{{account}} renewal brief</title> <style> @import url('https://fonts.googleapis.com/css2?family=Figtree:wght@400;700&display=swap'); @page { size: A4 landscape; margin: 8mm; } :root { --navy:#062846; --red:#FF492C; --purple:#5746B2; --blue:#288DFF; --teal:#27D3BC; --yellow:#FFC800; --ink:#000000; --paper:#ffffff; --line:#d5dbe3; --tint:#f2f5f9; } * { box-sizing: border-box; } body { font-family: 'Figtree', Arial, sans-serif; font-size: 8pt; line-height: 1.3; color: var(--ink); background: var(--paper); margin: 0; } header { display: flex; justify-content: space-between; align-items: flex-end; border-bottom: 3px solid var(--red); padding-bottom: 4px; } h1 { font-size: 16pt; margin: 0; color: var(--navy); } header p { margin: 2px 0 0; color: var(--navy); } .tag { font-weight: 700; color: var(--purple); text-transform: uppercase; letter-spacing: .05em; } .call { font-weight: 700; font-size: 11pt; padding: 4px 12px; border-radius: 3px; color: var(--paper); } .call.red { background: var(--red); } .call.amber { background: var(--yellow); color: var(--navy); } .call.clear { background: var(--teal); color: var(--navy); } .call.unrated { background: #33414f; } .strip { background: var(--tint); border-left: 4px solid var(--purple); padding: 4px 8px; margin: 6px 0; } h2 { font-size: 9pt; color: var(--navy); margin: 8px 0 3px; } table { width: 100%; border-collapse: collapse; table-layout: fixed; } th { background: var(--navy); color: var(--paper); text-align: left; padding: 4px 6px; font-size: 8pt; } td { border-bottom: 1px solid var(--line); padding: 4px 6px; vertical-align: top; } .cols { display: flex; gap: 10px; } .cols > div { flex: 1; } .box { border: 1px solid var(--line); background: var(--tint); padding: 4px 8px; margin-top: 6px; } .meta { color: #33414f; font-size: 7.5pt; margin-top: 2px; } footer { margin-top: 6px; color: #33414f; font-size: 7pt; border-top: 1px solid var(--line); padding-top: 3px; } </style> </head> <body> <header> <div><span class='tag'>Internal renewal brief. Not for the customer.</span><h1>{{account}}</h1><p>Renews {{renewal_date}} | Owner {{owner}} | {{contract_value_if_available}}</p></div> <div class='call {{call_class}}'>{{call}}</div> </header> <div class='strip'>{{basis_line}}</div> <div class='cols'> <div>