Library/Account Management & Customer Growth/Account Health & Risk Monitoring/Diagnose Customer Account Health From Usage Signals
TestedAccount Management & Customer GrowthQuick Win (under 10 min)

Diagnose Customer Account Health From Usage Signals

Generate an account health diagnosis and actions from usage, support, NPS, and exec contact signals.

About this prompt

This prompt helps CSMs and AMs diagnose the current health of a customer account by synthesizing six signals — usage trend, support ticket volume and sentiment, last executive contact date, NPS score, renewal date, and champion status — into a structured diagnosis with specific recommended actions. Use it when you're preparing for an account review, flagging a customer as at-risk, or trying to determine where to focus your next customer interaction.Customer health assessments fail when they rely on gut feel or a single lagging indicator — this prompt forces a multi-signal diagnosis that treats usage, support behavior, relationship depth, and NPS as a set rather than in isolation. Provide [FILL IN] responses for usage trend (improving, flat, or declining), support ticket volume and sentiment, last executive contact date, NPS score, contract renewal date, and champion status to produce a structured health assessment and a prioritized set of recommended actions. The combination of renewal date and champion status is particularly important — a deal renewing in 60 days with an uncertain champion is a materially different risk profile than the same deal renewing in 12 months. The prompt is intentionally sparse in structure to keep the focus on the signal interpretation rather than templated output, but the underlying rubric is comprehensive. Use this for any post-sale account in your portfolio where you're unsure about the renewal trajectory; for accounts where all signals are strong, a quarterly account plan prompt will be more useful. For best results, populate every field honestly — especially support ticket sentiment and champion status, which are the signals most likely to be glossed over in informal account reviews.

The prompt

Based on the following customer health signals, diagnose the health of this account and recommend specific actions: Usage trend: [FILL IN]. Support tickets: [FILL IN volume and sentiment]. Last execut
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Variables to replace

FILL IN|FILL IN VOLUME AND SENTIMENT|FILL IN DATE

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 valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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