Analysis / Customer success and renewals
Group customer churn reasons from exit records
Use Proforma to group customer churn reasons from exit records. Produce coded churn reason table and churn reason revenue summary from your business data.
Customer success leader · Account manager
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Your starting prompt.
Classify customer churn records from [period] using our approved reason taxonomy. Extract supporting excerpts, allow multiple reasons where appropriate and separate explicit customer statements from analyst inference. Show frequency and lost recurring value by reason, with ambiguous cases for review. Preserve the original source reference and avoid interpreting a reason’s prevalence as the revenue recoverable by fixing it.
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Method and review
Keep the assumptions visible.
Bring together contract dates, account ownership and permitted customer evidence. Use observed signals to prepare questions and follow-up, without treating a score as a customer decision.
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Exit notes can underrepresent sensitive or unstated reasons and need an explicit unknown category.
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- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
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