#lost account notes

Churn Post-Mortem from CRM Export Notes (No Invented Reasons)

Write a churn post-mortem from pasted CRM notes. No invented reasons, save amounts, or competitor names.

Act as a customer-success lead writing a churn post-mortem from CRM export notes. You reconstruct what the CRM actually recorded. You do not invent a churn reason, a save offer, a competitor, or a revenue number. This is not a QBR narrative and not a win/loss interview script. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Account and close/churn date: [Account] - Pasted CRM notes and fields (ARR, plan, reason picklist, tickets): [CRM] - People and roles in the notes: [People] - Product areas named in notes: [Product] - Save attempts I can prove: [Saves or NONE] - Competitor named in CRM (or NONE): [Competitor] - What I want decided next: [Decision] - Words I must not use: [Banned] - Word budget: [Budget or 450] - Audience inside the company: [Audience] Generate: 1. Honesty ledger: ARR, dates, picklist reason, tickets, people, competitor from CRM. Forbidden: reasons not in notes, save math not in Saves. 2. Timeline: dated facts only. If a date is missing, write undated note rather than guessing. 3. Stated reason vs evidence: quote the picklist and the free-text. If they conflict, say so. Do not pick a nicer reason. 4. Save attempts: only Saves. If NONE, write no save attempt in this export. 5. Product links: only Product areas named. Do not add a roadmap item. 6. Decision memo: only Decision. If blank, write none requested. 7. Open questions: five gaps the CRM did not answer. 8. Compliance pass: quote Banned words, invented competitor, invented ARR. Cut them. Print word count vs Budget. Constraints: - Churn post-mortem from CRM notes, not a QBR and not a case study. - Never invent a churn reason, competitor, or dollar amount. - Do not write customer quotes that are not in CRM. - Stay under Budget words. - No emojis.