All recipes

Grow & Retain · Workflow

Renewal & Lifecycle Risk Radar

Surface expiring assets and agreements so lifecycle risks become reviewed roadmap work.

Lifecycle Manager
Requires MCP3 tools

Needs an LLM client connected to ScalePad MCP — Claude Desktop, Cursor, Windsurf or similar. Without it the assistant cannot call the recipe's tools.list_assets, list_agreements, create_initiative

User prompt

1 input to fill
Show all assets and agreements for [CLIENT NAME] expiring in the next 90 days. Flag anything past end-of-life or without a renewal initiative. For each gap, prepare a linked initiative under the IT Cost Optimization goal.

Overview

Use this workflow to spot upcoming renewal and lifecycle risk before it becomes a surprise. It connects asset and agreement timing to roadmap follow-up.

When to use

Use it before renewal conversations, budget planning, or client reviews where lifecycle risk should be part of the account plan.

How to use

  1. 1.Copy the prompt from the action panel.
  2. 2.Replace [Client Name] and any bracketed inputs with the client or review details.
  3. 3.Run the prompt in an assistant connected to ScalePad MCP.
  4. 4.Review and confirm any creates or updates before records change in Lifecycle Manager.

Expected output

  • Assets or agreements that need attention in the next 90 days.
  • Missing renewal or refresh initiatives.
  • Proposed roadmap work for review.

Recipes are starting points. Adapt them to your environment and validate the output before putting one into practice.

Request a recipe

More in Grow & Retain

The Account Rescuer — Save an At-Risk Client RelationshipPromptThe Health Scorecard Coach — Assess and Act on Client HealthPromptThe Relationship Mapper — Stakeholder Strategy for Account GrowthPrompt