Evaluate your key account health across 5 dimensions with an interactive AI form. Upon completion, a personalized PDF account health report is automatically generated — printable for professional delivery, with an embedded QR code that lets CSMs chat with an AI consultant about retention strategies.
This is the actual running assessment — not a screenshot. Try it yourself.
Everything you need to run a professional churn risk assessment.
5-dimension account health questionnaire — Product Usage, Executive Relationship, ROI Achievement, Support Health, and Renewal Risk. Covers critical indicators including usage trends, sponsor status, support ticket volume, NPS scores, and competitor threat levels. Upon completion, a personalized PDF account health report is automatically generated.
Professional, print-ready PDF with Churn Risk Score classification (Low, Medium, Critical), traffic-light health indicators across Usage, Relationship, and ROI dimensions, and a tailored Intervention Playbook with specific save strategies. Designed for team reviews and executive briefings. Each PDF includes a QR code.
Each PDF report embeds a unique QR code. Scan it with any phone camera to instantly open an AI consultant chat — trained on customer success and churn prevention — where CSMs can discuss intervention playbooks and get personalized retention strategies.
Pick your role — see how the template fits your workflow.
Proactively assess account health and prevent churn before it happens. Workflow: Copy template → Customize for your product → Fill out for each key account → Get personalized intervention playbook from AI report.
Get a standardized view of portfolio risk across all accounts. Workflow: Import template → Define scoring criteria → Share with CSM team → Review aggregated churn risk data and prioritize executive interventions.
Understand why key accounts are at risk and what to do about it. Workflow: Complete the assessment → Get personalized PDF report → Scan QR code for AI-powered retention discussion → Take targeted action to save at-risk revenue.
