# Assess renewal risk and plan expansion

Renewal risk signals, a save plan, and expansion opportunities for an account.

- Topic: Sales
- Framework: RCTFVV
- Level: Advanced
- Tags: Summarize, Analyze, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/assess-renewal-risk-and-plan-expansion

## Prompt

```text
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'.
```

## What to fill in

- COMPANY
- ACV
- RENEWAL_DATE
- USAGE_SIGNALS
- SENTIMENT
- STAKEHOLDER_CHANGES
- VALUE_DELIVERED
- EXPANSION_IDEAS

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.