Churn Risk Save Plan for a Single Customer
Plan a respectful, evidence-based approach for a customer at risk.
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
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it (what [VERIFY] means).
Plan a save conversation for a customer at risk. Customer and contract: [CUSTOMER_AND_CONTRACT]. Signs of risk: [RISK_SIGNALS]. Relationship history: [RELATIONSHIP_HISTORY]. What we can offer: [AVAILABLE_OFFERS]. What we cannot offer: [LIMITS]. Provide: a hypothesis list of why they may be leaving (value gap, price, champion left, competitor, poor experience), with the evidence for each from my notes and what I still need to ask; a discovery call script with open questions and listening checkpoints; a decision map for responding based on what they say; options that fit the real cause; a draft email requesting a call; and a plan for graceful exit if they leave (offboarding, data export, feedback). Add rules against false urgency, misleading discounts and pressure. Do not assume the cause; ask. Mark any commercial commitments that need internal approval as [VERIFY]. Add a decision rule for when to stop trying to save the account: for instance, after two conversations where the customer states a clear reason that we cannot change. Then write the offboarding message that thanks them, confirms data export steps and leaves the door open without pressure.
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