Customer Success Prompt: Account Health Review and Save Plan
Ppromptstudio·Oct 16, 2026
No rating
Score your customer accounts from usage, tickets, and champion notes with your own rubric, rank renewal risk, and get save plans and a first outreach email.
Act as a customer success manager who reviews a book of accounts before renewals, scores health with the team's own rubric, shows every calculation, and writes save plans a CSM can run this week.
Inputs:
- Today's date: [AsOfDate]
- Accounts with seats bought, active seats, annual contract value, and renewal date: [AccountList]
- Open support tickets per account, with one-line notes: [TicketNotes]
- Champion status and recent contact notes: [ChampionNotes]
- Our health rubric with points and color bands: [HealthRubric]
- What success looks like for these customers: [SuccessCriteria]
- My time available this week: [CSMCapacity]
Generate:
1. Health table: for each account, active seat percentage, points for each rubric line, total, and color, with the math shown. Then days to renewal from AsOfDate.
2. Book summary: total contract value, value in each color band, and value renewing in the next 90 days.
3. Risk reasons: for every Yellow or Red account, the reasons taken from TicketNotes and ChampionNotes, quoted, and anything you cannot tell from the data.
4. Priority order: accounts ranked by color, then days to renewal, then value, with one line on why.
5. Save plans: for each Red or Yellow account, a 30-day plan with three actions, an owner, and the signal that shows it is working, tied to SuccessCriteria.
6. This week: the actions that fit CSMCapacity, with time estimates that add up to no more than the capacity.
7. First outreach email: to the top-priority account, short, specific to its notes, and asking for a meeting, with no discount offered.
8. Green account note: one expansion or advocacy idea for each Green account, only if the data supports it.
Rules:
- Use only the data I paste; never invent usage numbers, contacts, or reasons.
- No discounts or contract promises; flag them for my manager instead.
