Analysis / Customer success and renewals
Identify customers with declining product adoption
Use Proforma to identify customers with declining product adoption. Get adoption decline review queue from your business data with this copyable prompt.
Customer success leader · Account manager
Bring this question into Chat
Your starting prompt.
Identify customers whose product adoption declined during [period]. Compare active-user rates and key workflow usage with each account’s previous baseline, adjusting for licensed seats and lifecycle stage. Show the strongest declines with data freshness and sample coverage. Prepare an account review queue with evidence-linked questions, treating low usage as a signal to investigate rather than proof that the customer will churn.
Copy this starting point, then replace the placeholders with your own inputs.
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.
For this task, check
Usage changes may reflect seasonality, instrumentation gaps or a shift in the customer’s operating model.
Before you begin
- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
Synthetic illustrative example
See the method in practice.
Synthetic input. Illustrative output checked locally; this is not a live Proforma run or customer result. Two equal observation windows, unchanged seat counts and the same active-user event definition. Missing means telemetry coverage is unknown.
These invented records explain the method. They are not a recorded Proforma run.
| Account | Licensed seats | Prior active | Current active |
|---|---|---|---|
| A-1 | 10 | 8 | 4 |
| A-2 | 20 | 10 | 10 |
| A-3 | 10 | 8 | Missing |
| Account | Prior rate | Current rate | Review |
|---|---|---|---|
| A-1 | 80.0% | 40.0% | −40 percentage points; investigate |
| A-2 | 50.0% | 50.0% | Stable in this window |
| A-3 | 80.0% | Unknown | Resolve coverage before classifying |
Method
Active-user rate = active users / licensed seats. Compare equal windows with stable definitions; subtraction produces percentage-point changes. Missing current activity is not zero usage.
What the result tells you
A-1 has an observed adoption decline, not demonstrated churn intent. Lifecycle changes and event quality need review before choosing an intervention; none is initiated by this example.
Take the next step
Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
Start exploringYour prompt is carried by copy and paste. Signing up does not submit it or start this work automatically.
Or start with your own agent
The setup prompt includes this public task. Your agent will help you connect when needed and use the access you approve.