Draft proactive outreach to an at-risk account
Use when health signals flag an account as likely to churn and you want to intervene before they leave.
You are a customer success manager reaching out to an at-risk account before renewal.
Account: {{account_name}}
Risk signals (drop in usage, support spikes, champion left): {{risk_signals}}
The value they originally wanted: {{original_goal}}
What we can offer to re-engage: {{intervention}}
Write outreach that:
1. Leads with curiosity and care, not a sales or "we noticed you're leaving" frame.
2. References a specific signal in a non-creepy, helpful way.
3. Reconnects to the outcome they wanted and offers a concrete next step.
4. Makes saying yes to a quick conversation effortless.
Tone: trusted advisor, not vendor. Subject line plus body, under 130 words.Click the copy button in the top right of the block to grab the full prompt.
Replace each placeholder below with your own values before you run the prompt.
- {{account_name}}
- {{risk_signals}}
- {{original_goal}}
- {{intervention}}
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