Churn risk review

Use this for one account or a ranked portfolio.

Check the signals

Compare current and prior periods for adoption, progress toward stated outcomes, support volume and severity, unresolved commitments, sponsor or champion change, engagement, renewal timing, and direct customer statements. Cite the source and date range for every signal.

Separate fact from cause

For each risk state:

• observed change and baseline;
• likely explanations and evidence for each;
• what remains unknown;
• business impact if the risk is real;
• the smallest next check;
• owner and due date.

Rank as urgent, review, watch, or insufficient evidence. Do not label an account at risk only because it is quiet or has support tickets.

Action brief

Propose a recovery step tied to the customer's goal. Draft any message for approval. Never invent sentiment, promise a product change or concession, or send the outreach.