Library/Account Management & Customer Growth/At-Risk Account & Save Plans/Run a Renewal Risk Assessment and Build a Recovery Plan
TestedAccount Management & Customer GrowthDeep Work (30+ min)
About this prompt
This prompt helps CSMs and AMs assess renewal risk ahead of a contract renewal by comparing original success metrics against current usage data and producing a prioritized mitigation plan. It covers success metric gaps, usage red flags, a risk level rating, and three specific mitigation actions. Use it 60 to 90 days before renewal when usage data or champion signals suggest the account may be at risk.Renewal risk that surfaces in the month before a renewal date is almost always too late to address — this prompt is designed to surface it earlier, when there's still time to intervene. CSMs and AMs supply [customer name], [renewal date], [key success metrics from original sale], and [current product usage data]; the more granular the usage data (which features are used, adoption rates by team, frequency trends), the more specific the risk assessment and mitigation steps will be. The output covers four sections: a success metrics review that compares original goals to current usage, a usage pattern analysis that flags red flags explicitly, a risk level assessment (Low, Medium, or High) with a one-sentence justification, and a three-step mitigation plan with concrete actions. This prompt is most useful for CSMs managing a high-volume renewal book who need a consistent diagnostic framework, or for AMs on strategic accounts where renewal risk needs to be surfaced to leadership early. For accounts where the risk is already known and the conversation is underway, a QBR preparation or executive re-engagement prompt will be more directly useful. For best results, be honest in the usage data input — underreporting usage problems will produce a risk level that understates the actual churn exposure.The prompt
Use Case: To proactively assess the health of a customer account ahead of a renewal, identifying potential risks and creating a plan to mitigate them. Input Required: [customer name], [renewal date],
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Variables to replace
CUSTOMER NAME | RENEWAL DATE | KEY SUCCESS METRICS FROM ORIGINAL SALE | CURRENT PRODUCT USAGE DATA
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
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