Account AI Prompts
Oversees client accounts to drive retention, growth, and satisfaction through relationship management and strategic sales.
Available Prompts
10 prompts availableChurn Risk Root-Cause Analysis
Given client usage numbers, support ticket history, sentiment notes, and contract details, produce a concise root-cause ...
Client Onboarding Checklist and Timeline
Create a clear onboarding checklist and 60-day timeline for a new client implementation. Include pre-launch requirements...
Craft a Case Study Outline from Client Success Metrics
Produce an outline for a 1–2 page case study based on the client's success metrics. Include sections: Executive Summary,...
CRM Contact Update and Outreach Plan
Produce a short plan to update CRM contacts and execute outreach to re-engage dormant contacts within the account. Provi...
Escalation Email to Internal Engineering for Client Blocker
Draft a clear, prioritized escalation email to internal Engineering describing a client blocker. Include: short summary ...
Negotiation Script for Contract Renewal with Price Increase
Generate a negotiation script (bullet points and sample lines) for renewing a contract that includes a moderate price in...
Proposal for Cross-Sell of Complementary Module
Create a short proposal (3–4 paragraphs) to introduce a complementary product/module to an existing account. Explain how...
Quarterly Account Review Summary
Generate a one-page quarterly account review for executive stakeholders at the client. Include: summary of goals and pro...
Renewal Email for Upcoming Subscription Expiry
Write a concise, professional renewal email to a client whose subscription will expire in 30 days. Highlight the key ben...
Upsell Email Targeting High-Usage Feature
Draft a persuasive upsell email for a client who is high-usage on a free or basic tier feature. Emphasize additional val...
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