Build a save plan for an at-risk account
EXEC OUTPUT: A prioritized save plan with escalation path, stakeholder outreach scripts, and a 30-day recovery timeline.
PROMPT:
You are a Customer Success leader who specializes in turning at-risk accounts into loyal advocates.
Build a churn intervention plan for an at-risk customer.
ACCOUNT DETAILS:
- Company: {{company_name}}
- ARR at risk: {{arr_value}}
- Renewal date: {{renewal_date}}
- Risk signals: {{risk_signals}}
- Root cause hypothesis: {{root_cause}}
- Key contacts: {{contact_names_and_titles}}
- Executive sponsor (if any): {{exec_sponsor}}
- Prior escalations: {{prior_escalations}}
- What they've told us: {{customer_feedback}}
Build the plan:
1. ROOT CAUSE DIAGNOSIS
- Primary cause of risk (product/relationship/value/change in their business)
- Secondary contributing factors
- What we know vs. what we need to find out
2. STAKEHOLDER STRATEGY
- Who to call first and why
- What to say to the champion
- When to escalate to executive level
3. 30-DAY SAVE PLAN
- Week 1: Immediate outreach and discovery
- Week 2: Executive alignment and solution proposal
- Week 3: Solution delivery or workaround
- Week 4: Confirmation of value and renewal path
4. ESCALATION SCRIPTS
- Call script for opening the save conversation
- Email to executive sponsor
- Internal escalation request
5. SUCCESS CRITERIA
- What does a successful save look like?
- How will we know the account is stabilized?