Account SWOT

Goal

Produce a concise, data-backed SWOT analysis scoped to a specific customer account that surfaces renewal risks and growth opportunities for the CS or sales team.

Trigger

Invoke before a QBR, renewal review, executive sync, or when an account shows early warning signals.

Steps

1. 1

   Using your connected tools (for example the CRM account record, call transcripts from Gong, support tickets, product usage analytics, and recent email threads), gather everything relevant to $account_name: renewal date, contract value, product adoption trends, open tickets, stakeholder changes, NPS or CSAT scores, and recent sentiment signals. If a needed tool isn't connected, ask the user to paste what's available.

   • □Renewal date and ARR confirmed
   • □At least one data source on product usage or engagement retrieved
   • □Recent customer sentiment or communication captured
2. 2

   Identify Strengths: Based on the gathered data, list 3–5 concrete strengths in the relationship — high product adoption, executive sponsor presence, multi-year history, positive support interactions, champion engagement, or expansion already in motion.

   • □Each strength is grounded in a specific data point, not generic praise
   • □At least one strength tied to product usage or business outcome
3. 3

   Identify Weaknesses: Surface 3–5 internal vulnerabilities that could jeopardize the renewal — low feature adoption, unresolved support escalations, weak multi-threading, declining engagement scores, missing success plan, or single-threaded champion risk.

   • □Each weakness is specific and actionable, not vague
   • □Champion or stakeholder risk is explicitly assessed
4. 4

   Identify Opportunities: Highlight 3–5 expansion or relationship-deepening opportunities — upsell or cross-sell signals, new use cases the customer hasn't adopted, upcoming budget cycles, org growth, strategic initiatives mentioned on calls, or whitespace in the account.

   • □Opportunities are tied to customer goals or signals from calls/email
   • □At least one expansion or upsell angle is included
5. 5

   Identify Threats: Call out 3–5 external or competitive risks — competitor mentions, budget pressure, key stakeholder departure, org restructuring, contract terms creating friction, or strategic shift away from the use case your product serves.

   • □Competitor or churn signals explicitly named if present in data
   • □Stakeholder or economic risks assessed
6. 6

   Synthesize a Renewal Verdict: Summarize the overall renewal health as Green, Yellow, or Red with a one-paragraph rationale. Then list the top 3 recommended next actions for the account owner — ranked by urgency — with an owner suggestion and suggested timeline for each.

   • □Renewal health color is justified by at least two SWOT findings
   • □All three next actions are specific and time-bound

Output format

Return the SWOT as clearly labeled sections (Strengths, Weaknesses, Opportunities, Threats), each with a bulleted list of 3–5 findings with a brief data citation per item. Follow with a Renewal Verdict section showing the health status (Green/Yellow/Red), a short rationale paragraph, and a prioritized Next Actions table with columns: Action, Owner, Timeline.