Library/Post-Sale & Renewal Micro-Work/Health-Score Driven Motions/Diagnose a Health-Score Drop and Intervene
TestedPost-Sale & Renewal Micro-WorkSame-Day Use (under 30 min)

Diagnose a Health-Score Drop and Intervene

Diagnose the real cause behind a health-score drop and pick the right intervention before it becomes churn.

About this prompt

This prompt helps CSMs and AMs diagnose what's actually behind a dropped health score and choose the right save play before it turns into churn. It works through likely causes, calibrates severity, and scripts a non-alarming re-engagement opener. Use it the moment an account's health score declines and you need to act, not panic.A health score is a symptom, not a diagnosis, and treating the number instead of the cause launches the wrong save play. This prompt works through the likely diseases (declining adoption, a value gap, a lost champion, a support frustration, a budget or org change, a competitor), tells you which best fits the signals, and calibrates whether it's genuine churn risk, a fixable bump, or noise. Provide ACCOUNT, ARR, RENEWAL TIMING to size the stakes, THE DROP describing what changed and which signals declined, USAGE TREND, SUPPORT TICKETS, SENTIMENT, STAKEHOLDER CHANGES, ENGAGEMENT for the underlying data, WHAT I KNOW ABOUT WHAT'S HAPPENING WITH THEM for relationship context, and ANYTHING THAT CHANGED such as a champion leaving or a competitor appearing. It then prescribes the matching intervention and a customer opener that doesn't sound alarmed. This is the single-account diagnose-and-act prompt; use the book-triage prompt to prioritize across many accounts. Tip: if your signals are thin, it will tell you what to investigate first rather than guess.

The prompt

A customer's health score just dropped and I need to figure out what's actually going on and intervene before it becomes a churn. Help me diagnose and act. The account: - The customer & value: [ACCOU
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Variables to replace

ACCOUNT, ARR, RENEWAL TIMING | THE DROP — WHAT CHANGED, WHICH SIGNALS DECLINED | USAGE TREND, SUPPORT TICKETS, SENTIMENT, STAKEHOLDER CHANGES, ENGAGEMENT | WHAT I KNOW ABOUT WHAT'S HAPPENING WITH THEM | ANYTHING THAT CHANGED — A CHAMPION LEFT, AN ISSUE, A COMPETITOR

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StagePost-Sale/Growth
SeatCSM,AM
DifficultyIntermediate
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryPost-Sale & Renewal Micro-Work
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