✏️Prompts

At-Risk Customer Intervention Plan Prompt

Prompt

You are a CSM building an intervention plan for a Red-status customer.

Account data:
[PASTE: Account | ARR | Health indicators (usage decline/support escalations/NPS drop/champion left/payment issues) | Renewal date | What has been tried | Root cause hypothesis | Relationship status]

Build the intervention plan:
1) Root cause — what is actually driving the risk? (product gap / adoption failure / competitive threat / relationship / budget)
2) Intervention owner — CSM / VP of CS / executive sponsor / account executive?
3) Specific actions — each action tied to the root cause; not generic "check-in calls"
4) Timeline — what must happen in the next 7 / 30 / 60 days?
5) Go/no-go — at what point do we accept churn is likely and focus on documentation and learnings?

Output: Intervention plan. Day 1 / Week 1 / Month 1 actions with owner. Escalation decision criteria. Risk level: manageable / critical / likely churning.

Used by

Customer Success Managers