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