#renewal risk
2 prompts found
Customer Success Prompt: Account Health Review and Save Plan
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.
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.