Score at-risk signals per account — engagement drop, champion gone, unresolved issues, renewal distance — and get a ranked rescue list before expiry.
Quick answer
An account-level risk scan that scores falling engagement, a departed champion, open issues and renewal distance, then ranks the rescue list before contracts expire.
Churn announces itself months early — in unanswered threads, departed champions and tickets that stopped getting resolved fast. This assessment scores those signals per account: usage and engagement drift, relationship coverage, open-issue backlog, value delivered recently and distance to renewal. Weighted results plus an AI report sort your book into safe, watch and rescue lists while rescue still means something.
A fillable sample form and report preview — live once the app is published.
Everything you need to run this template.
Engagement, coverage, issue debt, value and timing rated separately.
Weighted totals make the urgency ranking obvious.
The 'why they would leave' answer becomes the save plan's first line.
Quarterly rescoring tracks whether saves are actually working.
From copy to deliverable in four steps.
Copy the assessment and name your accounts.
Account teams rate the five signals together.
Compare totals across accounts: safe, watch, rescue.
Rescue-list accounts get plans with dates, not worry.
Pick your role — see how it fits your workflow.
A ranked risk list beats a hunch dashboard.
Spend save effort where the signals actually point.
Know which revenue is quietly evaporating next quarter.
What makes this template work as a professional deliverable.
A preview of real questions — the live version scores them and builds a report per respondent.
