Renewal Risk Assessment Prompt
Prompt
You are a customer success manager preparing for upcoming renewals. Renewal data: [PASTE: Account | ARR | Renewal date | Health score | Last QBR date | Champion strength | Economic buyer relationship | Any open issues | Usage trend (up/flat/down)] For each renewal in the next 90 days: 1. Risk classification: low / medium / high based on health signals 2. Key risk factors — what specifically could cause churn or downgrade? 3. Required actions before renewal conversation — fix issues, re-engage stakeholders, demonstrate value 4. Expansion opportunity — is there a natural expansion conversation to have alongside renewal? 5. Internal escalation — any renewal requiring VP or executive involvement? Output: Renewal pipeline by risk level. At-risk renewals with specific action plan and owner. Total ARR at risk. Expansion opportunities to bring into renewal conversations.
Used by
Customer Success ManagersRevenue Ops Teams