Plan account recovery
Build a recovery plan for an at-risk account with the cause, the actions and the owners.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads customer conversations, account history, risk signals, and stakeholder context, narrowed by what you ask
- 3Reason
Tie each action to a specific risk or unmet commitment
- 4Act
Build a recovery plan with actions, owners and timelines, returned in Ask Avoma
- 5Human judgment
CSM and CS manager agree the plan before contacting the customer
Prompt
Review customer conversations to identify account risks, unresolved concerns, and unmet commitments. Generate a prioritized recovery plan with recommended actions, owners, and timelines.
Review conversations from the last [90 days] for [account name]. Identify the top risks, unresolved concerns, and unmet commitments, with supporting call moments. Build a prioritized account recovery plan with recommended actions, owners, and timelines to address each risk before [renewal date].
What good looks like
A save plan starts with the cause in the customer's own words.
Name the cause before the fix
A plan aimed at the wrong problem burns goodwill.
Give every action an owner and a date
Save plans fail on follow-through.
Bring in an executive sponsor for large accounts
Senior attention shows the customer you're treating the risk as a priority.
Customer stories
What teams say
Avoma lets us identify opportunities for upselling as well as understand churn risks early to avoid danger for our business.
Helping us proactively address client churn risk and identify opportunities for growth. The tool helps us identify and act on the queues much more quickly.
It helps managers identify opportunities and churn risks by looking at a single report instead of having to sit in on additional meetings.
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