Library/Post-Sale & Renewal Micro-Work/Health-Score Driven Motions/Prioritize your book by health and assign motions
TestedPost-Sale & Renewal Micro-WorkSame-Day Use (under 30 min)

Prioritize your book by health and assign motions

Triage a book of accounts by health, value, and renewal timing, then assign the right save, stabilize, or expand motion.

About this prompt

This prompt helps CSMs and AMs triage a full book of accounts by health, value, and renewal timing instead of spreading attention evenly. It produces a priority order and assigns a save, stabilize, or expand motion to each tier with a time-allocation plan. Use it when limited time forces you to decide where attention actually changes outcomes.Spreading attention evenly across a book wastes it on accounts that don't need you and starves the ones that do. This prompt builds a concrete triage that weighs health, value, and timing together, so a high-value red renewing in 60 days outranks a low-value red renewing next year. Provide ROUGH PICTURE with account count, health spread, and values, THE REDS describing what's wrong, THE GREENS with any expansion potential, THE YELLOWS for the murky middle, HOW MUCH TIME I REALISTICALLY HAVE for capacity, and RENEWALS COMING UP for timing. It assigns a save motion to reds (including which are worth fighting for), a stabilize motion to the high-ROI yellows, and an expand motion to greens, plus a watch-list and a rough time split. This is the cross-book prioritizer; use the single-account diagnosis or save-play prompt to act on one red. Tip: it will tell you to give up on a lost cause to free time for a savable one, so be honest in THE REDS about how far gone each is.

The prompt

I have a book of accounts with varying health and limited time, and I keep spreading my attention evenly instead of putting it where it changes outcomes. Help me triage my book by health and assign th
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Variables to replace

ROUGH PICTURE — NUMBER OF ACCOUNTS, THE HEALTH SPREAD, THE VALUES | THE REDS — WHAT'S WRONG | THE GREENS — ANY EXPANSION POTENTIAL | THE YELLOWS | HOW MUCH TIME I REALISTICALLY HAVE | RENEWALS COMING UP

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

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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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