Before you start: open Ask Jiminny Panorama and filter to calls with accounts whose renewal falls in the next quarter.
Copy the text below and paste it into Ask Jiminny âŹď¸
Review these calls and identify every account showing signals that could put its renewal at risk. Order from highest to lowest risk.
Structure the output as:
Account name, and risk level: high, medium or low
What was said that signals risk, quoted, with the call it came from
The category of risk: dissatisfaction, competitor mention, budget concern or low engagement
A suggested next action for the account owner
Finish with the one account to act on this week, and why it comes first
Weigh who said it â a decision-maker's doubt matters more than a passing comment from one user â and treat silence on value (âwe haven't really used itâ) as a risk signal in its own right. Only include accounts where a signal actually appears in these calls; do not manufacture risk where there is none.