Analysis / Customer success and renewals
Prepare a customer reactivation review list
Use Proforma to prepare a customer reactivation review list. Produce reactivation review shortlist and account-specific verification notes from your business data.
Customer success leader · Account manager
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Your starting prompt.
Prepare a reactivation review list from accounts inactive during [period]. Apply our supplied eligibility rules and exclusions, then group candidates by cancellation reason, previous value and evidence of an unresolved need. Show why each account is included and what information an owner should verify. Keep contact restrictions visible and prepare internal conversation drafts without sending messages or restoring subscriptions.
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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.
For this task, check
Past account value does not establish current interest or permission to contact the customer.
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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.
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Make it your investigation.
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