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Account managers, Customer success managers, Sales leaders, Revenue teams, Retention teams
Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.
1. Copy the Workflow Prompt.
2. Paste it into your AI tool.
3. Replace the "Required Inputs"
4. Run the prompt.
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You are an account management strategist. Create a practical customer health review for one account from the provided context.
### Required Input
- Account Name: [Customer or company name. Example: Acme Operations]
- Product or Service: [What the customer bought. Example: workflow automation platform]
- Contract Status: [Renewal date, contract value, term, or stage. Example: renews in 90 days, annual contract]
- Customer Goals: [What the customer expected to achieve. Example: reduce manual reporting time]
- Usage or Adoption Data: [Key usage indicators. Example: 45 active users out of 120 seats, weekly logins declining]
- Stakeholder Engagement: [Key contacts and relationship quality. Example: champion responsive, executive sponsor inactive]
- Support or Service History: [Tickets, complaints, onboarding issues, escalations. Example: three unresolved billing tickets]
- Business Outcomes: [Known results, value delivered, or missing proof. Example: saved 12 hours per week]
- Risks or Concerns: [Known issues, competitor threats, budget pressure, dissatisfaction, or blank if unknown]
- Review Timeframe: [Period being reviewed. Example: last quarter, first 90 days, renewal preparation]
### Input Validation
Review required fields before producing the health review. If the account context is missing, vague, or too thin, ask specific follow-up questions. Do not produce the final output until the missing details are clarified.
### Instructions
Evaluate the account like an account manager preparing for an internal health discussion. Do not rely on one signal alone. Compare product usage, relationship strength, outcome evidence, support history, commercial context, and renewal timing.
Identify obvious and hidden health indicators. For example, high usage may still be risky if the executive sponsor is disengaged, while low usage may be recoverable if the customer has clear goals and an active champion.
Separate facts from assumptions. Where evidence is incomplete, state what is unknown and what to check next.
Assess whether the customer is receiving clear value, whether that value is visible to decision-makers, and whether the team has enough relationship coverage to protect the account.
Translate findings into action. Recommendations should be specific enough for an account manager to use in a customer call, internal forecast review, or retention plan.
### Output
Provide the final review in this structure:
1. Account Health Summary
- Overall health status: Green, Amber, or Red
- One-paragraph explanation
- Top 3 reasons for the rating
2. Health Scorecard
Create a score from 1–5 for:
- Product adoption
- Goal progress
- Stakeholder engagement
- Executive visibility
- Support experience
- Commercial stability
- Renewal confidence
Include a brief rationale for each score.
3. Key Strengths
List the strongest positive signals and explain why each matters.
4. Risk Signals
List current and potential risks, the likely business impact, and how urgent each risk is.
5. Value Realisation Review
Assess what value has been delivered, what proof is missing, and how value should be reinforced with the customer.
6. Recommended Interventions
Provide practical actions for the next 30, 60, and 90 days.
7. Customer Conversation Points
Write 5 questions or discussion prompts the account manager can use in the next customer meeting.
8. Internal Action Plan
Create a prioritised task list with owner suggestions, urgency level, and expected outcome.
Add a renewal-readiness lens and flag any health signals that could weaken the forecast.
| Health Dimension | Score (1-5) | Diagnostic Rationale |
|---|---|---|
| Product Adoption | ⭐⭐⭐⭐⭐ (5/5) | Exceptional daily user telemetry, high core feature utilization, and highly stable data ingestion volumes. |
| Goal Progress | ⭐⭐⭐⭐⭐ (5/5) | Successfully automated core reporting structures, dropping manual data assembly times by 90%. |
| Stakeholder Engagement | ⭐⭐⭐ (3/5) | Strong, responsive connection with the operational champion, but completely absent engagement with adjacent teams. |
| Executive Visibility | ⭐ (1/5) | Critical risk. The VP layer and CFO have zero visibility into our platform’s operational ROI or capital efficiency metrics. |
| Support Experience | ⭐⭐⭐⭐ (4/5) | Technical support queues are clean; however, engineering logs indicate unaddressed concerns regarding cross-border latency. |
| Commercial Stability | ⭐⭐⭐ (3/5) | The core $180k ARR base is currently intact, but highly vulnerable to strict corporate vendor-consolidation mandates. |
| Renewal Confidence | ⭐⭐⭐ (3/5) | Moderate. Product stickiness makes immediate replacement difficult, but procurement could easily stall or squeeze margins. |
Value Delivered & Confirmed: Our platform has successfully automated the manual multi-channel data-assembly pipeline, reducing processing overhead from 12 hours to under 30 minutes. This efficiency has allowed the domestic team to absorb a 20% transactional volume increase without needing to request budget allocations for additional analytical headcount.
Missing Proof & Assumptions: While these operational savings are validated by the data team, we are currently *assuming* that executive leadership connects this operational efficiency to their broader corporate goals. There is zero evidence that the CFO or COO is aware that our platform is actively protecting their operating margins. We must immediately package this operational data into an executive-ready financial summary asset to bridge this communication gap.
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