TextIntermediate

Save an account when your champion leaves

My champion at a customer account just left or changed roles. I need a plan before renewal. Account: {{company, what they use us for, contract value, renewal date}}. Champion: {{role, what they personally cared about, what they left behind}}. Other contacts I have: {{names, roles, last interaction}}. Usage signal: {{who logs in, how often, which teams}}.

Produce:
1. EXPOSURE - state plainly how much of this relationship existed only in one person's head, and the evidence for that.
2. WHO INHERITS - the likely new owner of the problem we solve, by role, and what they will be measured on in their first 90 days.
3. FIRST TOUCH - an email under 120 words to the most likely inheritor. No condolences about the departure, no "reaching out", no mention of renewal.
4. VALUE RECONSTRUCTION - the three facts about our impact that must be re-proved to someone who was not there, and where each one comes from.
5. THIRTY-DAY PLAN - week by week, with the specific signal that means this account is now safe.

Do not assume the departure is bad news. Do not invent usage data.

How to use it

Usage data is the load-bearing input - without it step 1 is guesswork and the email has nothing concrete in it. The inheritor guess is inference from role titles, so confirm with the account before sending anything that assumes ownership.

Compatible popular AI tools

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