Before you start: open the account's deal in Jiminny and run Ask Jiminny on the deal, so it can see the whole relationship rather than one call.
Copy the text below and paste it into Ask Jiminny âŹď¸
Review this account's conversations and emails and set out how to turn the relationship around.
Structure the output as:
Where the customer's sentiment stands today, and what specifically caused it â name the call or email it came from
What they have asked for that we have not yet delivered
Two or three actions that would realistically change their mind, in priority order
Who needs to be involved, on our side and theirs
Finish with a short opening message the CSM could send today
Base every point on what the customer actually said or wrote, and name the source. On a deal, Jiminny reads call summaries rather than full transcripts, so quote emails directly and paraphrase calls. If the relationship is not actually at risk, say so rather than manufacturing a problem.