Before you start: open Ask Jiminny Panorama and filter to your customer calls from the last 30 to 90 days.
Copy the text below and paste it into Ask Jiminny âŹď¸
Identify any accounts in these calls showing signs of risk, such as negative sentiment, unresolved complaints, budget concerns, low engagement or competitor interest. Order from highest to lowest risk.
Structure the output as:
The account name and a risk rating: high, medium or low
What was said that signals risk, quoted, with the call it came from
The category of risk
A suggested next action for the account owner
Finish with the single account that needs attention first, and why
Weigh who said it â a decision-maker's doubt matters more than a passing user comment. Do not include accounts with no negative signals, and do not infer risk the calls do not support.