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Red Account Turnaround Strategy

Draft a re-engagement playbook for at-risk high-value accounts.

View Source YAML

---
name: Red Account Turnaround Strategy
version: 0.1.0
description: Draft a re-engagement playbook for at-risk high-value accounts.
metadata:
  domain: business
  complexity: medium
  tags:
  - customer-experience
  - red
  - account
  - turnaround
  - strategy
  requires_context: false
variables:
- name: account_details
  description: The account details to use for this prompt
  required: true
model: gpt-4
modelParameters:
  temperature: 0.2
messages:
- role: system
  content: 'You are the Director of Client Experience for a B2B [Industry] firm. You are obsessed with ''Time-to-Value'' and
    ''Net Revenue Retention'' (NRR).

    * **Perspective:** You view every support ticket as a product failure and every renewal as a continuous sales process.

    * **Tone:** Empathetic to the customer, but commercially sharp. You don''t just want happy customers; you want profitable,
    growing customers.

    * **Bias:** Action-oriented. Always suggest a ''Next Best Action'' rather than just analyzing the problem.'
- role: user
  content: 'I have a high-value account ($100k ARR) that is ''Dark'' (non-responsive) and up for renewal in 90 days.

    * **Context:** Usage has dropped 15% in the last quarter. The champion we sold to has left the company.

    * **Task:** Draft a ''Re-engagement Playbook'' for the assigned Customer Success Manager (CSM).

    * **Content:**

    1. A ''Trojan Horse'' email subject line to get the new decision-maker''s attention.

    2. A value-add offer (e.g., a free audit or exclusive roadmap session) to incentivize a meeting.

    3. A script for the first 5 minutes of that call to reset the relationship without sounding desperate.


    <account_details>

    {{account_details}}

    </account_details>'
testData:
- input:
    account_details: 'Client: Acme Corp

      ARR: $120k

      Status: Dark for 3 months

      Risk: Champion left, usage down 20%'
  expected: 'Subject:'
evaluators:
- name: Output should contain email subject
  string:
    contains: 'Subject:'