Library/Account Management & Customer Growth/Account Health & Risk Monitoring/Rate Renewal Risk and Build Mitigation Plan by Category
TestedAccount Management & Customer GrowthQuick Win (under 10 min)
About this prompt
This prompt helps CSMs, AMs, and AEs rate an account's renewal risk from 0 to 10 against a banded rubric across four categories: product, relationship, value, and commercial. Every score shows the evidence behind it and whether that evidence was supplied, inferred, or unknown, and a category with no data is marked unscored rather than guessed. It then builds a mitigation plan with owners and dates for the categories driving the risk. Use it 90 to 120 days before renewal, or whenever a stakeholder change, NPS drop, or usage dip signals a potential problem.Renewal risk is rarely one-dimensional: an account can be low on product risk but high on relationship risk because a champion left, or commercially quiet but disengaged because it never got the value it expected. This prompt scores four categories, product (usage and support), relationship, value, and commercial, from 0 to 10 against published bands, weights them 50/25/15/10 into an overall 0-10 score, and reads that score against four bands: Critical (8.0-10), High (6.0-7.9), Watch (4.0-5.9), and Stable (below 4.0). Fill in [ACCOUNT NAME], [RENEWAL DATE AND VALUE], [USAGE DATA], [SUPPORT AND SENTIMENT DATA], [STAKEHOLDER CHANGES], [SUCCESS CRITERIA AND PROGRESS], [COMMERCIAL SIGNALS] and [YOUR READ] before you run it. Give usage for at least two comparable periods; with a single snapshot the trend cannot be assessed, and the prompt will say so instead of guessing. Each score cites the input behind it and is labelled supplied, inferred, or unknown, and a category with no data is marked unscored, with the overall calculated over the categories that were scored. The output is a scorecard table, the overall band with its confidence, a mitigation plan with owners and dates, and the data gaps worth closing before the next re-score. The score directs attention; it is not a prediction of renewal. For a standing triage across a whole renewal book, the At-Risk Renewal Save Desk Claude Project mirrors this default weighting and these band thresholds across five signals and keeps the history of which save plays worked.The prompt
Act as a customer success analyst. Rate renewal risk for one account on a 0-10 scale using the banded four-category rubric below, then build a mitigation plan for the categories driving the score.
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Variables to replace
ACCOUNT NAME|RENEWAL DATE AND VALUE|USAGE DATA|SUPPORT AND SENTIMENT DATA|STAKEHOLDER CHANGES|SUCCESS CRITERIA AND PROGRESS|COMMERCIAL SIGNALS|YOUR READ
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- 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
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