#account management

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.

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.