penguin tree ai
CRM Renewal Note Formatter
CRM Renewal Note Formatter
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Transforms raw renewal call notes and activity logs into structured, CRM-ready documentation with standardized fields for renewal status, risk, next steps, and forecast category — formatted for Salesforce and Clari. Use when a renewals or account manager needs to convert messy meeting notes into clean opportunity records, log a renewal call, update renewal forecast fields, or document account health after a customer conversation.
This skill is delivered as a
.zip archive containing the skill in a named folder, matching the Anthropic SKILL.md format. Extract directly into your Claude Code skills directory (~/.claude/skills/) to install — or open and paste the contents into Claude.ai, ChatGPT, or any other AI tool.