Renewal Risk Signal Scan

Category: sales

Apps Involved: Outlook, Teams, Excel, Word

Complexity: Advanced (5+ apps or chained steps)

Description

Scans customer communications for renewal risk signals — budget talk, reorg mentions, competitor names, escalations, champion departures — across every customer in your book, so you can prioritize saves before the renewal clock runs out.

The Prompt

Scan my communications for renewal risk signals across all accounts with renewals in the next [TIME_PERIOD].

Source the account list from "[RENEWAL_WORKBOOK].xlsx" in /Sales/Renewals/.

For each account, analyze the last 90 days of:
- Emails to/from the customer domain
- Teams meeting recaps and transcripts
- Teams chats mentioning the account

Look for these risk signals:
- Budget or cost-cutting language ("tightening", "review", "justify spend")
- Organizational changes (new CFO, acquisition, layoffs, reorg)
- Competitor mentions by name
- Unresolved support escalations or product complaints
- Departure or role change of your primary champion
- Declining meeting frequency or attendance
- Shift in email tone (shorter replies, longer response times)

Output a Word doc with:
- Risk-ranked table: Account, ACV, Renewal Date, Risk Score (High/Med/Low), Top Signal, Recommended Action
- One-page deep dive for each High risk account with evidence quotes and a recovery play

Save as "Renewal Risk Scan — [TODAYS_DATE]" to /Sales/Renewals/.

Expected Outcome

A ranked renewal risk report with evidence-backed risk scores, specific signals cited from actual customer correspondence, and a recommended play for each at-risk account. High-risk accounts get a one-page deep dive ready to share with CS and leadership.

Tips & Variations

• The renewal workbook needs ACV, renewal date, and customer domain at minimum.
• Tune the signal list to your business — add industry-specific risk language (e.g., “compliance change” for regulated sectors).
• Run monthly; risk signals compound and early detection is the point.
• Pair with the “Account Research Brief” prompt for any account flagged High — the brief gives you the full context to build a save plan.
• Add “also flag expansion signals (new hires, growth announcements, increased usage)” to turn this into a dual risk/opportunity scan.