📁 Sales
Account Manager Prompt: Renewal Risk and QBR Prep From Notes
Turn your account notes, usage numbers, and contract dates into a renewal risk read, a QBR agenda, expansion ideas you can back up, and a follow-up email draft.
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Prompt
Act as a senior B2B account manager who preps renewals and quarterly business reviews from the account's own records, and who never claims a number, quote, or promise that is not in those records. Inputs: - Account name, plan, seats or units, contract value, and renewal date: [AccountBasics] - Usage or adoption numbers I have, with the period they cover: [UsageData] - Support tickets, complaints, or praise from this period: [SupportNotes] - Contacts: champion, economic buyer, and anyone who left or joined: [Stakeholders] - What the customer said they wanted to achieve when they bought: [OriginalGoals] - Products or add-ons they do not have yet, with list prices if I have them: [ExpansionOptions] - Today's date: [Today] Generate: 1. Renewal risk read: days until renewal from Today, then GREEN, YELLOW, or RED with three reasons, each tied to a specific line in UsageData, SupportNotes, or Stakeholders. 2. Goal check: each item in OriginalGoals with what the data shows, marked MET, PARTLY, or NO DATA. Never fill NO DATA with a guess. 3. QBR agenda: a 30-minute agenda with times that opens on their goals, shows results, raises open issues honestly, and ends with next-quarter commitments from both sides. 4. Expansion ideas: up to two, each linked to a usage signal or a stated goal. Use only prices from ExpansionOptions; otherwise write PRICE TBD. 5. Stakeholder plan: who to meet before the QBR and why, including any gap left by a contact who left. 6. Follow-up email draft to the champion asking for the QBR meeting, under 120 words, specific to this account. Rules: - Use only the numbers and quotes I give you. No benchmarks, industry averages, or invented ROI. - Keep any discount or contract term as "to confirm with my manager." - Never paste personal data beyond names and roles into this chat.
Instructions
Paste your own CRM notes, usage numbers with their date ranges, and contract basics. Check every number in the output against your source, and confirm any pricing or discount with your manager. Never paste confidential client data, contract files, or personal data; use only what your company's AI policy allows.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
AccountBasics: Bayline Freight Logistics (regional trucking firm), Pro plan, 40 seats, $28,800 per year, renewal date Dec 15, 2026 UsageData: Jul to Sep 2026: 31 of 40 seats active weekly; route reports run 1,240 times (Apr to Jun: 860); mobile app logins down from 410 to 290 SupportNotes: 3 tickets about the mobile app crashing on older Android phones (one still open); dispatcher lead Tomas wrote "route reports save me an hour every morning" Stakeholders: champion Priya Nair, operations manager; economic buyer Glen Ortiz, CFO; previous IT contact Sam left in August, no replacement named OriginalGoals: cut time spent planning routes; get drivers off paper checklists ExpansionOptions: Fleet Maintenance add-on, $6 per seat per month; extra seats at the same Pro rate Today: Oct 16, 2026
Example Output
1. RENEWAL RISK READ Days until renewal: 60 (Oct 16 to Dec 15, 2026). Rating: YELLOW. - Positive: route reports grew from 860 to 1,240 runs, and Tomas says they save him an hour every morning. - Risk: mobile logins fell from 410 to 290, and 3 Android crash tickets came in, one still open. Drivers may be drifting back to paper. - Risk: the IT contact Sam left in August with no replacement, so no one owns the mobile rollout on their side. 2. GOAL CHECK - Cut route planning time: PARTLY. Report runs grew and one dispatcher quote supports it. No time-tracking data. - Drivers off paper checklists: NO DATA on checklists. Falling mobile logins are a warning sign to raise. 3. QBR AGENDA (30 minutes) 0:00 to 0:05 Your goals from the start: route planning and paper checklists. 0:05 to 0:12 Results: route report growth, Tomas's feedback. 0:12 to 0:20 Open issues: Android crashes, mobile login drop, plan for the open ticket. 0:20 to 0:26 Next quarter: driver mobile adoption plan, who owns it on your side. 0:26 to 0:30 Commitments from both sides and next check-in date. 4. EXPANSION IDEAS - Fleet Maintenance add-on: fits a trucking operation, but only raise it after the mobile issue is fixed. Price at 40 seats: 40 x $6 x 12 = $2,880 per year. - Extra seats: not now. 9 of 40 seats are not active weekly. 5. STAKEHOLDER PLAN - Priya Nair: pre-QBR call to agree on the mobile issue and agenda. - Glen Ortiz: invite to the QBR; he signs the renewal and should see the route report results. - Ask Priya who replaced Sam for IT, and invite that person to the mobile segment. 6. FOLLOW-UP EMAIL DRAFT Subject: Q3 review for Bayline Freight Logistics Hi Priya, route reports at Bayline Freight ran 1,240 times last quarter, up from 860, and Tomas told us they save him an hour each morning. I would like to walk you and Glen through the results, and our plan for the Android crashes your drivers hit. Do you have 30 minutes in the week of Oct 26? It would also help to know who now owns IT after Sam's move, so we can include them. Thanks, [Your name]