Orchestrate Renewal Play

Command: orchestrate-renewal-play

Inputs

• account – required account name or ID.
• tier – strategic | growth | scale segments.
• risk – green | yellow | red (sets default cadence + oversight).
• play – playbook identifier (exec-save, value-realization, pricing-refresh, adoption-accelerator).
• deadline – renewal date or milestone to anchor the plan.

GTM Agents Pattern & Plan Checklist

Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.

• Pattern selection: Renewal plays generally run pipeline (context → customization → tasks → enablement → governance). If enablement + task orchestration can run in parallel, log a diamond segment with merge gate.
• Plan schema: Save .claude/plans/plan-<timestamp>.json capturing objective, risk tier, task IDs, parallel groups, dependency graph (exec sponsor, product, finance), error handling, and success metrics (renewal %, expansion, churn risk reduction).
• Tool hooks: Reference docs/gtm-essentials.md stack—Serena for contract/CRM diffs, Context7 for product/legal docs, Sequential Thinking for retrospection, Playwright for portal/usage QA when required.
• Guardrails: Default retry limit = 2 for missed checkpoints; escalation path = CSM → Renewal Director → CRO/Exec Sponsor, aligned with escalation-framework skill.
• Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity checklist before execution to confirm agents, dependencies, deliverables.

Workflow

1. Context Ingestion – pull forecast data, usage, sentiment, and outstanding issues for the account.
2. Play Customization – tailor messaging, milestones, and proof points to persona stack + risk level.
3. Task Orchestration – generate workback plan with owners (CSM, AE, exec sponsor, product, finance).
4. Enablement Package – attach decks, ROI analyses, roadmap updates, and FAQ docs.
5. Governance & Tracking – log actions in CRM/project tools, set status checkpoints, and escalation triggers.

Outputs

• Renewal playbook packet with timeline, responsibilities, and talking points.
• Task and escalation list ready for import into CRM/project tools.
• Status tracker with checkpoints mapped to escalation-framework requirements.
• Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

• cs-ops-partner – ensures workflows + automations match governance rules.
• exec-sponsor – reviews strategic motions and commits resources.
• renewal-playbooks skill – provides templates and messaging blocks.
• deal-desk skill – aligns commercial terms + approvals.

GTM Agents Safeguards

• Fallback agents: document substitutes (e.g., Renewal Director covering Exec Sponsor) if stakeholders unavailable.
• Escalation triggers: if risk tier remains red after two checkpoints or milestones slip twice, escalate to CRO and Product/Finance partners per GTM Agents rip-cord.
• Plan maintenance: update plan JSON/change log whenever play selection, stakeholders, or escalation paths change, keeping audit parity with GTM Agents procedures.