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Prompt:
Build a strategic account plan for {COMPANY}. They're currently paying us
{ARR} for {CURRENT_PRODUCTS}. Key contacts:
{CONTACTS}.
Include:
1. Whitespace analysis (where we're deployed vs. where we could be)
2. Expansion opportunities by department/team
3. Key stakeholder map for growth
4. Competitive threats (who else is in the account)
5. A 12-month roadmap with milestones
6. Revenue expansion target and how to get there
7. Risk factors (churn signals, executive changes)
💡 Why this works: Expanding existing accounts is 5-7x cheaper than acquiring new ones.
Prompt:
Build a QBR (Quarterly Business Review) agenda for {CUSTOMER_COMPANY}. They've been a customer for {DURATION} paying {ARR}.
Quarter highlights:
- Usage data: {USAGE}
- Results achieved: {RESULTS}
- Open issues: {ISSUES}
The agenda should:
1. Lead with their wins and ROI (not our product updates)
2. Address open issues proactively
3. Introduce expansion use cases naturally
4. Get commitment on next quarter goals
5. Identify new stakeholders to engage
This should feel strategic, not defensive.
💡 Why this works: QBRs that lead with customer value create expansion. QBRs that lead with product updates bore.
Prompt:
Here's what I know about my customer {COMPANY}:
- Current products: {PRODUCTS}
- Teams using us: {TEAMS}
- Company size: {SIZE}
- Industry: {INDUSTRY}
- Their recent announcements: {NEWS}
Identify 5 expansion opportunities:
1. New teams that could use our product
2. New use cases for existing users
3. Upsell to higher tiers
4. Add-on products they'd benefit from
5. Multi-year or enterprise agreement opportunity
For each, give me the outreach approach and who to contact.
💡 Why this works: Expansion revenue compounds. Find every opportunity in every account.
Prompt:
Analyze churn risk for {CUSTOMER}. Here are the signals:
- Usage trends: {USAGE_DATA}
- Support tickets: {TICKET_SUMMARY}
- Champion status: {CHAMPION_INFO}
- Contract renewal date: {DATE}
- NPS/CSAT score: {SCORE}
- Competitive activity: {COMPETITOR_SIGNALS}
Give me:
1. Churn risk score (1-10) with reasoning
2. The #1 driver of potential churn
3. A 30-60-90 day save plan
4. Specific conversations to have and with whom
5. Executive sponsor play if needed
💡 Why this works: Saving a renewal is always cheaper than finding a new customer.
Prompt:
Help me document a success story for {CUSTOMER}. Here's what happened:
- Before state: {BEFORE}
- What we implemented: {SOLUTION}
- Results: {RESULTS}
- Timeline: {TIMELINE}
- Key quote from champion: {QUOTE}
Create:
1. A one-paragraph case study I can include in emails
2. A 3-slide version for demos
3. Key metrics to highlight
4. How to reference this story in calls (30-second verbal version)
5. Social proof one-liners for cold outreach
💡 Why this works: One great customer story used 10 different ways beats 10 mediocre case studies.
Prompt:
I have an EBR with the {TITLE} at {CUSTOMER_COMPANY} next week. Prep me:
1. What this executive cares about based on their role
2. How to frame our product's value in their language
3. Questions to ask that show strategic thinking
4. An expansion ask that feels natural, not forced
5. How to leave them feeling this was worth their time
Context: {RELATIONSHIP_CONTEXT}.
💡 Why this works: Executive attention is finite. Make every EBR earn the next one.
Prompt:
My customer {COMPANY} uses {CURRENT_PRODUCT}. I want to introduce {NEW_PRODUCT}. Help me:
1. Build a bridge from what they're getting value from today to why they'd want the new product
2. Identify the internal champion for the new product (might be different from current)
3. Create a 'lunch and learn' outline to introduce it naturally
4. Draft an email that positions it as helping them, not upselling them
5. Timing and trigger considerations
💡 Why this works: Cross-sell works when it feels like helping, not selling more stuff.
Prompt:
Renewal coming up for {CUSTOMER} in {TIMEFRAME}. Details:
- Current ARR: {ARR}
- Contract terms: {TERMS}
- Health score: {HEALTH}
- Expansion opportunity: {EXPANSION}
- Competitive threats: {COMPETITORS}
- Price increase planned: {INCREASE}
Build a renewal strategy:
1. When to start the conversation
2. How to frame a price increase
3. What to bundle to make the increase palatable
4. Concessions to prepare if they push back
5. Walk-away scenarios and escalation plan
💡 Why this works: Renewals are not administrative. They're strategic moments. Treat them that way.
Prompt:
Write an invitation email to {NAME} at {CUSTOMER} asking them to join our Customer Advisory Board. Include:
- What the CAB is and why it matters
- What's in it for them (networking, product influence, recognition)
- Time commitment (be honest)
- Who else is on it (or will be)
Tone: exclusive invitation, not mass email. Under 120 words.
💡 Why this works: CABs deepen relationships and create advocates. Invite your best customers.
Prompt:
I manage a territory of {NUMBER} accounts. Here's my portfolio:
{PASTE_ACCOUNT_LIST_WITH_ARR_AND_HEALTH}
Analyze and give me:
1. Account segmentation (grow, maintain, at-risk)
2. Where to focus for maximum revenue impact
3. Accounts I'm over-investing in vs. under-investing in
4. A weekly time allocation plan
5. My top 5 'must-win' accounts for this quarter and why
💡 Why this works: Not all accounts deserve equal attention. Prioritize ruthlessly.
Prompt:
Create a monthly customer health briefing for my top 10 accounts:
{PASTE_ACCOUNT_DATA}
For each account:
1. Health score (green/yellow/red)
2. Key risk or opportunity
3. Priority action this month
4. Expansion revenue potential
Summarize with: total ARR at risk, total expansion opportunity, and my top 3 priorities for the month.
💡 Why this works: A monthly health briefing prevents surprises and surfaces growth opportunities.
Prompt:
My executive sponsor at {CUSTOMER} is {NAME}, {TITLE}. They championed our purchase but I haven't engaged them in {TIMEFRAME}. Build a re-engagement plan:
1. A reason to reach out that's about them, not about renewal
2. An insight or resource relevant to their role
3. A suggested meeting format (not just 'catch up')
4. How to make them feel valued, not managed
5. How to use this meeting to surface expansion or risk
This person is important. Don't let the relationship go cold.
💡 Why this works: Executive sponsors who feel valued renew and expand. Those who feel neglected churn.