Save an account after my champion leaves the customer
A plan to rebuild the relationship, find a new champion, and protect the renewal when your main contact departs.
The prompt
My main champion at a customer account has left. Help me protect the account.
Account details: [PRODUCT, CONTRACT VALUE, RENEWAL DATE, HEALTH BEFORE THE CHANGE]
Who left and their role: [ROLE, how central they were to adoption and buying]
Who remains that I know: [NAMES/ROLES and my relationship with each]
Who replaced them, if known: [ROLE, BACKGROUND, any known preferences or tools they've used before]
Current usage and value delivered: [DATA]
Any risk signals: [e.g. budget review, competitor contact, new leadership]
Give me:
1. A risk assessment: what's most likely to go wrong in the next 90 days and how serious it is.
2. A 30-day action plan, week by week.
3. A stakeholder map of who to engage, in what order, and what each person needs to hear.
4. A first email to the new person in the role that offers value (not a sales pitch) and asks for a short meeting.
5. A brief "state of the account" summary I can share with them: goals, results, open items.
6. Questions to learn the new person's priorities and whether they're likely to keep, change, or replace us.
7. Signs the account is stabilizing vs. getting worse, and when to escalate internally.
If the departing champion is still reachable, include a short note asking them for an introduction.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Thinking & Decisions prompts
What to fill in
- ROLE, how central they were to adoption and buying
- NAMES/ROLES and my relationship with each
- DATA
- e.g. budget review, competitor contact, new leadership
How this prompt is built
This prompt follows the RTF structure (Role, Task, Format). RTF tells the model who to be, what to do and what shape the answer should take. It is the quickest structure that still gives noticeably better results than a bare request.
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