AI-Powered Account Retention & Expansion Playbook

This AI-driven prompt 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.

🛠 Best Tools to Use:
✅ 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.

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{
"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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Various AI Prompts