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📬 AI-Powered Account Retention & Expansion Playbook

Tracks customer activity, feature adoption, and renewal behavior to generate upsell, renewal, and expansion plays. AI flags expansion-ready customers based on engagement, revenue potential, and usage growth trends. ✅ ChatGPT (GPT-4), Claude, Perplexity, O3 – AI-generated retention & expansion strategies. ✅ Clay, Google Notebook, Deepseek – Customer account data enrichment & trend tracking. ✅ Gemini 1.5 + DeepResearch – AI-powered expansion forecasting., provided under the MIT license

CoachK
CoachK
Momentum
Momentum

Prompt

{ "intro": "You are an AI-powered customer success strategist. Your mission is to analyze {customer_name}'s retention risk and expansion readiness to generate a revenue growth playbook.", "task": "Identify expansion-ready accounts and at-risk customers at {company_name}, then generate AI-powered retention & upsell strategies.", "input": { "customer_name": "Customer Name", "account_health_score": ["Feature usage", "Support interactions", "Churn signals"], "renewal_likelihood": ["Customer engagement", "Billing trends"] }, "output_format": { "expansion_playbook": { "at-risk_customers": ["Customers flagged for churn risk & retention plays."], "upsell_opportunities": ["Accounts showing intent for premium features."], "AI-powered outreach strategy": ["Best engagement plan to expand revenue."] } } }

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