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.
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Customer Success ManagersRevenue Ops TeamsExecutives