Assess renewal risk and plan expansion
Renewal risk signals, a save plan, and expansion opportunities for an account.
The prompt
Role: Act as a customer success manager preparing for a renewal and expansion conversation.
Context: Account: [COMPANY]. Contract value: [ACV]. Renewal date: [RENEWAL_DATE]. Usage / adoption signals: [USAGE_SIGNALS]. Support and sentiment history: [SENTIMENT]. Stakeholder changes: [STAKEHOLDER_CHANGES]. Value delivered so far: [VALUE_DELIVERED]. Expansion possibilities: [EXPANSION_IDEAS].
Task: Produce: a renewal risk rating (Green/Amber/Red) with the specific evidence behind it; the top 3 risks and how to close them before renewal; a value recap to present to the customer; a prioritised expansion opportunity with a rough value and the trigger to raise it; and a 90-day action plan with owners and dates.
Format: Sections: Risk rating & evidence | Risks & mitigations | Value recap | Expansion opportunity | 90-day plan (table). ~500 words.
Verification: Tie the risk rating to named signals I provided; do not infer sentiment that is not in the data.
Validation: Review as the customer's economic buyer: does the value recap actually justify the spend, and is the expansion ask credible right now? Note what would make them say 'not yet'.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Sales prompts
What to fill in
- COMPANY
- ACV
- RENEWAL_DATE
- USAGE_SIGNALS
- SENTIMENT
- STAKEHOLDER_CHANGES
- VALUE_DELIVERED
- EXPANSION_IDEAS
How this prompt is built
This prompt follows the RCTFVV structure (Role, Context, Task, Format, Verification, Validation). RCTFVV extends RCTF with two checking steps. Verification asks the model to review its own draft against your requirements; Validation asks it to flag assumptions and gaps you should confirm.
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