Prepare a churn-risk review from agreed usage warning signs

A review sheet marking each agreed sign present, absent or missing per account, plus meeting questions.

Choose one of three approaches. The steps for that option appear below.

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Claude: builds the sheet from agreed rules

Claude marks each agreed sign present, absent or data missing per account, with the value used. You check the marks.

  1. You

    Prepare rules, data

  2. Claude

    Build review sheet

  3. You

    Check marks by hand

  4. Claude

    Draft meeting questions

  5. You

    Read, strike, decide

  1. Prepare agreed rules and account data

    Use: You

    Have ready: the warning-sign rules the team agreed in writing, and the account data.

    Check

    Check the rules are the team's agreed ones, nothing is invented.

  2. Build the review sheet

    Use: Claude

    Ask Claude to build the table and mark each sign present, absent or data missing per account, with the value used. No scores.

    Details

    What to paste into the tool

    Task: First build a table from the data below: one row per account, only the columns the rules need, 'data missing' for empty cells. Then mark, for each account and each rule, whether the sign is 'present', 'absent' or 'data missing', and the value used. Use only the rules and data below. Do not add rules, weights, scores, rankings, predictions or reasons customers leave. Do not suggest who to contact. Rules: [paste agreed rules]. Account data: [paste your data].

  3. Check the marks against raw data

    Use: You

    Check at least ten rule-and-account marks against the raw data by hand, plus every 'data missing'; correct wrong marks; remove any added score or reason.

    Check

    Check the marks match the rules and the table, and no score or prediction was added.

  4. Draft the meeting questions

    Use: Claude

    Ask Claude for open meeting questions for each flagged account, without predictions or recommendations.

    Details

    What to paste into the tool

    Task: Questions for a team review meeting. Use only the checked sheet below. For each account that has at least one sign 'present', write up to three open questions a person who knows the account could answer, such as what changed in how they use the product. Do not predict churn, do not recommend offers or outreach, and do not guess reasons. Sheet: [paste checked sheet].

  5. Read the questions, decide

    Use: You

    Read the questions, strike any that guess a reason, and bring the sheet and questions to the review meeting.

    Check

    Check the pack states no prediction or recommendation. The team, not the assistant, decides who is contacted and how. Nothing is sent from here.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Deciding between ChatGPT and Claude for this? See the comparison.

Final check

Every assistant step is followed by your check of the output against your own data or notes.

No score, ranking or prediction is kept.

Nothing is sent or decided by the assistant. The team decides.

Do not treat the assistant reply as approval.

Check the result against your original inputs. Approve it before sharing or acting.

What still needs checking
  • Whether the company allows pasting account data into outside tools is still to confirm and is the owner's call.
  • Fairness: whether any agreed sign works against a group of customers was not assessed. The team should look at that.
  • The primary option is a judgement for a general user.

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