{time: MMM/DD/YYYY}
What products are at risk of canceling?
What elements of the contract are at risk of downgrading?
Is there save potential? (If Yes, include probability - 25, 50, 75%)
Efforts take to save:
CSM next steps:
Additional notes for Contract Manager:
{time: MMM/DD/YYYY}
What products are at risk of canceling?
What elements of the contract are at risk of downgrading?
Is there save potential? (If Yes, include probability - 25, 50, 75%)
Efforts take to save:
CSM next steps:
Additional notes for Contract Manager:
{time: MMM/DD/YYYY}
Verbal commit (Y/N)?
Regular customer engagement (Y/N)?
Notes for Contract Manager: have not connected with customer but showing good usage. working closely with partner