At-Risk Account Recovery Plan

Respond when signals show a customer may leave.

Added October 15, 2026. Written with AI assistance and checked for clarity and placeholders; not reviewed by a lawyer, accountant, clinician or other professional. How these prompts are made

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

Create a recovery plan for an at-risk account. Account details and contract timeline: [ACCOUNT_DETAILS]. Warning signs I see: [WARNING_SIGNS]. What we know of the customer's concerns: [CONCERNS]. Resources I can mobilise: [RESOURCES].

Produce a plan: diagnose root causes with questions to ask the customer, assign owners, set short-term actions in the next 14 days, and agree a success plan for 90 days. Include a conversation script for acknowledging problems, an internal escalation path, and a communication cadence. Provide a decision framework for when to offer concessions, with approval limits I set, and a note on honesty: do not promise features or fixes without confirmation. Add a post-mortem template whether or not the account stays.

Also add a communication log, a list of internal stakeholders to update weekly, and a decision point at day 45 on whether the plan is working or requires a different approach.

Add a short checklist of things not to do, such as blaming the customer's team or offering unapproved discounts, and a reminder to keep notes factual.

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Diagnosis (invented): Usage fell 40 percent in two months; sponsor changed; ticket about slow exports unresolved for 21 days.
14-day actions
Day 1-2: call new sponsor, ask about priorities.
Day 3: escalate export issue to engineering with deadline.
Day 7: send status update.
Day 14: review call.
90-day plan: re-train users; target 80 percent of previous usage.
Script line: 'We missed the mark on speed. Here is what we are doing and when you will see it.'
No promises on features without confirmation.

• success