Prompt library
CX

Propensity to Renew

Cluster customer accounts by feature/module usage and predict renewal and expansion likelihood per account.
Table of contents
Prompt
Follow-up Prompts
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applicable Roles
CXOps
VP of CS
Director of CS
Customer Success Manager
Account Manager
Prompt
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Petavue, please:

1. Score Renewal Likelihood:

    • Cluster accounts by feature/module usage and historical renewal/expansion outcomes.
    • Assign each account a Renewal Probability Score (0–100% or Low/Medium/High).
    • Example: Acme Corp – 82% likely to renew.

2. Explain Key Drivers:

    • Highlight the main factors influencing each score, such as segment (SMB vs. Enterprise), industry, and CSM engagement levels.
Follow-up Prompts
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  • What factors are driving this score up or down?
  • Analyze the lag time between product adoption and expansion.
Action Prompt

What This Prompt Does

This prompt clusters customer accounts based on their feature and module usage patterns, then predicts their likelihood to renew or expand. It assigns a renewal probability score to each account and explains the key factors influencing that prediction, such as segment, product adoption, or CSM engagement. The output helps teams forecast renewals more accurately, understand what drives customer loyalty, and focus on accounts with the highest impact potential.

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Strategic Impact

Moving from guesswork to data-backed predictions empowers CS and CX teams to act early and with precision. This prompt helps shift teams from reactive churn management to forward-looking revenue strategy.

Business outcomes:

 → Improves forecast accuracy for board reporting and finance planning

 → Prioritizes accounts based on renewal risk or expansion potential

 → Identifies the strongest predictors of retention, including product and support signals

 → Aligns CS, Sales, and Product teams on shared success drivers