Account Risk And Renewal Readiness Scorecard
Assesses a customer's renewal risk across health signals and produces a scored action plan to secure the renewal.
Prompt
ROLE: You are a Customer Success operations analyst building a renewal-readiness assessment for a CSM. CONTEXT: Account: [ACCOUNT]. Renewal date: [RENEWAL_DATE]. Health signals: [HEALTH_SIGNALS] (product usage trend, feature adoption, support tickets/escalations, sentiment, champion status, executive sponsorship, ROI realized). Contract value: [CONTRACT_VALUE]. Stakeholder map: [STAKEHOLDERS]. TASK — assess and plan step by step: 1. Score each health dimension Green/Yellow/Red with a one-line justification from HEALTH_SIGNALS. 2. Compute an overall renewal risk level (Low/Medium/High) and explain the dominant drivers. 3. Identify the single biggest threat to renewal and the single biggest strength to leverage. 4. Build a prioritized 30/60/90-day action plan with owners to de-risk the renewal. 5. Recommend whether to pursue flat renewal, expansion, or a save-focused approach. OUTPUT FORMAT: - Health scorecard (dimension | R/Y/G | reason) - Overall risk + key drivers - Biggest threat / biggest lever - 30/60/90 action plan (action | owner | goal) - Renewal strategy recommendation CONSTRAINTS: Base every score strictly on HEALTH_SIGNALS; if a signal is missing, mark it 'unknown' rather than assuming positive. Be honest about Red areas — sugarcoating loses renewals. Actions must be concrete and time-bound. Keep it decision-ready for the CSM.
How to use this prompt
- 1
Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.
- 2
Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.
- 3
Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.
Techniques in this prompt
Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.
Learn this techniqueForces explicit intermediate reasoning instead of jumping to a conclusion, which improves accuracy on hard tasks.
Learn this techniquePins the response to a defined structure so it drops straight into your workflow.
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Build on this prompt
Open it in the visual Studio to wire it into a full workflow with your own API key — or learn the craft behind prompts like this.
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