AI skill · Volume 1 · Workflow W8

How do you spot a TIC certificate renewal at risk?

It assesses the renewal risk on a certificate or contract, with the three strongest signals behind it, and drafts an email to open the renewal conversation.

It is workflow W8 of the twelve in The AI-Augmented TIC Sales Machine, sold on its own as one AI skill file (.zip) with a two-page start-here guide. Everything it writes is a draft for a person to check.

By Allen Chen, Deep Dive Reports, Wellington, New Zealand · Published 23 September 2026 · The skill carries the workflow and its prompts word for word from the report; it was adapted with AI assistance under a fixed method, and Allen Chen holds editorial responsibility. How the research is done

What you give it, and what comes back.

You attach: certificate or contract data, orders and correspondence.

You get back: A renewal risk level with the three signals behind it, and a renewal-opening email.

It does not: decide. It gives a risk level with the three signals behind it.

The certificate or contract data with its expiry date and history, twelve months of orders and invoices, recent correspondence, service tickets and any outside signals. For the renewal email, also the account manager, the contact and your relationship notes.

One run, start to finish

What it looks like when you use it.

Run in Claude (Opus 5, high effort), in our own Claude account with the skill installed on 20 September 2026. The account and every figure in it are invented for this example, and the run is shown as it came back, unedited. Your assistant's wording will differ: AI answers change between assistants and between runs.

input · what was given to the skill

The account, invented. BlenderExample GmbH, on an annual testing agreement that expires in eleven weeks, with two product certificates expiring the month after. Spend down 38% year on year, no orders in four months, two invoices paid 45 days beyond terms. Their quality manager left in June and the new one has not replied to two emails; their purchasing officer asked in July for a price list comparison. One complaint about a report reissued twice. They announced a new plant in another country in May.

output · what came back

Draft, for the account manager. Nothing here goes to the customer without their approval.

Risk level: HIGH. Rubric score: 12 points.

what to notice

Look at the rubric table. Each line says whether it rests on evidence or on an inference, and the one inference, that a price comparison means a competitor, is labelled as an inference with the reason it might be wrong. The complaint is scored as unresolved, and the run tells you to override that if it is closed.

Then it declines to read the customer's mind. A new plant could mean work leaving or work arriving; the run says we do not know which, says the difference decides the approach, and tells the account manager not to raise it in the first call. The email it drafts is marked do not send, and the run says a phone call would be better.

The skill, or the report?

This workflow is not sold on its own. It comes with The AI-Augmented TIC Sales Machine, which sets out the method and the evidence for all twelve of its workflows, and every licence includes all twelve as ready-made skill files at no extra cost.