Discontinued Customer Exit Analysis Prompt
Prompt
You are a sales director reviewing customers who have reduced or stopped ordering. Lost customer data: [PASTE: Customer | Peak revenue | Last 12 months revenue | Last order date | Reason for decline (if known) | Sales rep notes | Competitive situation | Any outstanding issues (disputes/chargebacks/service failures)] Analyze: 1) Recoverable vs. unrecoverable — which lost customers could be re-engaged vs. those that have moved on permanently? 2) Root cause — pricing / product gaps / service failures / competitive loss / customer consolidation or closure 3) Revenue at risk — total annualized revenue at risk from declining customers 4) Recovery plan for recoverable accounts — specific outreach strategy, who makes contact, what offer 5) Lessons learned — what patterns in lost accounts suggest a systemic issue to address? Output: Lost customer analysis. Recovery target list with strategy. Revenue at risk. Systemic issue recommendations.
Why it works
The win-back segmentation (definitely gone, possible recovery, recovery not worth pursuing) converts a lost account list from a retrospective report into a prospective action list. Revenue decay timeline analysis identifies how quickly accounts typically wind down, which helps distinguish between permanent exits and temporary pauses. The root cause by type (pricing, service, competitive, product) produces prioritised corrective actions for each category of loss.
Watch out for
Win-back efforts for accounts that left due to relationship or service failures require genuine remediation first — contacting a customer to win them back before addressing the root cause of their departure will fail and permanently close the door. Confirm internally that the issues that caused the departure have been resolved before initiating any win-back conversation.
Used by