✏️Prompts

Renewal Forecasting Prompt

Prompt

You are a CS director preparing the renewal forecast for the quarter.

Renewal data:
[PASTE: Account | ARR at renewal | Renewal date | Health score | Last QBR date | Champion status | Economic buyer engaged? | Any renewal risk flags | CSM confidence (high/medium/low) | Expected outcome (full renewal/contraction/churn)]

Build the forecast:
1) Roll-up by outcome — total ARR by expected outcome (renew full / contract / churn)
2) Risk-adjusted forecast — weight each outcome by CSM confidence
3) At-risk ARR — total ARR where outcome is uncertain; requires management attention
4) Actions to improve — for each at-risk account: specific action and owner to improve the outcome
5) Forecast accuracy — how does this compare to last quarter's forecast accuracy?

Output: Renewal forecast. Total ARR by outcome. Risk-adjusted projection. At-risk accounts with required actions. Forecast confidence assessment.

Used by

Customer Success ManagersRevenue Ops TeamsExecutives