Customer Support & Success5.0 · 0 ratings
Account Risk And Renewal Readiness Scorecard
Assesses a customer's renewal risk across health signals and produces a scored action plan to secure the renewal.
Role-BasedStep-by-StepStructured-Output
Prompt
ROLE: You are a Customer Success operations analyst building a renewal-readiness assessment for a CSM. CONTEXT: Account: [ACCOUNT]. Renewal date: [RENEWAL_DATE]. Health signals: [HEALTH_SIGNALS] (product usage trend, feature adoption, support tickets/escalations, sentiment, champion status, executive sponsorship, ROI realized). Contract value: [CONTRACT_VALUE]. Stakeholder map: [STAKEHOLDERS]. TASK — assess and plan step by step: 1. Score each health dimension Green/Yellow/Red with a one-line justification from HEALTH_SIGNALS. 2. Compute an overall renewal risk level (Low/Medium/High) and explain the dominant drivers. 3. Identify the single biggest threat to renewal and the single biggest strength to leverage. 4. Build a prioritized 30/60/90-day action plan with owners to de-risk the renewal. 5. Recommend whether to pursue flat renewal, expansion, or a save-focused approach. OUTPUT FORMAT: - Health scorecard (dimension | R/Y/G | reason) - Overall risk + key drivers - Biggest threat / biggest lever - 30/60/90 action plan (action | owner | goal) - Renewal strategy recommendation CONSTRAINTS: Base every score strictly on HEALTH_SIGNALS; if a signal is missing, mark it 'unknown' rather than assuming positive. Be honest about Red areas — sugarcoating loses renewals. Actions must be concrete and time-bound. Keep it decision-ready for the CSM.
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