Renewal play
Classifies renewal strategy per account as auto-renew, risk: human touch required, or upsell: human touch required
One of 51 free, open-source prompts from Sonora — copy-paste-ready AI prompts for customer success and account management, organized by customer lifecycle stage. Copy this into any AI assistant, or run it on autopilot inside Sonora.
Classify [Customer]’s renewal strategy based on their current health signals.
Select ONE category
“auto-renew” — safe for automated renewal flow
- Stable/growing product usage
- No open issues for more than 45 days
- ARR < $100k OR recent touchpoint within the last 30 days
“risk: human touch required” — churn prevention needed
- Product usage decline > 20% in last 90 days
- Critical/blocking issues unresolved > 30 days
- No touchpoint in 60+ days (ARR > $25k)
- Support ticket volume spike (2x+ normal)
“upsell: human touch required” — expansion potential
- Product usage growing > 25%
- Multiple feature requests for premium capabilities
- Cross-team adoption mentioned in meetings
- Executive engagement + budget conversation hints
Prioritize risk over upsell if both signals present.
Return exactly one of: auto-renew, risk: human touch required, upsell: human touch required.
Include a 1–2 sentence explanation with specific metrics in the reason field (e.g., “Usage down 32% over last 90 days with 2 unresolved P1 tickets. No response to last 3 meeting requests.”).
Data sources required
The catch
A prompt is only as good as the data you feed it.
Run this well and you'll be stitching together 5 disconnected systems by hand, for one account at a time — and the answer is only ever as fresh as your last copy-paste. Sonora already has the context, live:
- Product analytics — connected and continuously synced
- Meeting transcripts — connected and continuously synced
- Support tickets — connected and continuously synced
- CRM / customer data — connected and continuously synced
- Feature request tracker — connected and continuously synced
Inside Sonora this prompt runs grounded in your real customer data, on a schedule, across every account at once — and flags what needs you, before you have to ask.
More Renew prompts
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Build QBR deck
Generates a customer-facing QBR slide deck grounded in data gathered across all account signals
Build QBR prep
Compiles a quarter-in-review with usage trends, wins, risks, and strategic recommendations into a QBR prep brief
Draft escalation brief
Synthesizes escalation history, business impact, and a recommended resolution path into a single-page brief
Flag at-risk renewals
Surfaces accounts with low health scores and upcoming or recently expired renewals, ranked by ARR-at-risk impact
Forecast renewals
Projects renewal outcomes for all accounts in the upcoming window, classified as On Track / Needs Attention / At Risk