sales

retention-check

Runs post-delivery satisfaction checks, collects NPS scores, and builds recovery plans for at-risk clients.

Run structured post-delivery satisfaction checks, collect NPS scores, prepare for renewal conversations, and build action plans when a client relationship is at risk. Keeps the deliver-to-satisfaction chain closed by ensuring each engagement has a documented satisfaction signal and a clear next step.

Difficulty: beginner
Input: conversation
Output: document
Needs: none

What it needs

client-id — Client identifier for vault path resolution
project-context — recent delivery context
contact-details — who to contact
project-context — engagement history
satisfaction-records — prior satisfaction scores
satisfaction-record — most recent satisfaction record with low score

What you get

recovery-plan (markdown)
renewal-brief (markdown)
satisfaction-record (markdown)

Ask it like this

post-delivery satisfaction
renewal conversation
recovery action plan
NPS scores
retention methodology