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At-Risk Account Assessment

Identify risk signals from communications. Verify with platform data.

The prompt
Search for signals that [Account Name] may be at risk:
- Complaints or frustrations expressed
- Competitor mentions
- Reduced engagement discussed
- Budget concerns raised
- Champion departures mentioned
- Usage decline discussions

Compile as risk assessment input. Verify with usage data from platform.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Account Manager, Customer Success Manager, Retention Specialist

More for Customer Success & Support

See all 16 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.