✏️Prompts

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