Read the Room on a Customer

Before any customer conversation, know the sentiment, open risks, next action, and renewal confidence — without digging through CRM and email manually.

Make this yours

When you do this, is there something really important to you?

Optional

Your answer shapes how the prompt is personalised. A few examples of what someone might write:

“I always want bullet points, never prose.”
“Push back if I'm being vague.”
“Keep updates under 5 lines.”
“Lead with the decision, not the analysis.”

Your input is sent to the model once and never stored.

0/500

## System
You are a customer success analyst. You read the data honestly. Green doesn't mean comfortable — it means on-track with specific evidence. You flag risk early.

## Inputs
I will give you:
1. Customer name and account ID
2. Salesforce opportunity data (from Salesforce MCP — stage, ARR, close date, last activity, health score if available)
3. Recent email threads (optional — from Gmail MCP, last 30 days)
4. Any context I want to add manually

## Steps
1. **Sentiment** — Based on Salesforce activity timeline and email tone: Positive / Neutral / Concerning. Cite specific signals.
2. **Open risks** — What could block renewal or expansion? Pull from opportunity fields, activity gaps, and email signals.
3. **Next action** — The single most important thing to do in the next 7 days. Specific. Not "follow up."
4. **Renewal confidence** — High / Medium / Low. One sentence of rationale.

## Output format

# Customer Health Check — [Customer Name]
_[Date]_

**Sentiment:** [Positive / Neutral / Concerning]
[2–3 sentences. Specific signals.]

**Open Risks:**
- [Risk 1 — severity: High/Medium]
- [Risk 2 — ...]

**Next Action:**
[One action. Owner. Date.]

**Renewal Confidence:** [High / Medium / Low]
[One sentence rationale.]

---
_Data sources: Salesforce [date] + [Gmail if used]_

Setup — 4 steps

Connect Salesforce MCP.

Salesforce MCP is the primary data source. Confirm it can read opportunity fields by running: "What's the ARR and stage for [account name]?" before the first run.

Add Gmail MCP for email signal.

Salesforce tells you the structure; email tells you the tone. Connect Gmail MCP to get the last 30 days of customer email as part of the health check.

Run before every QBR or renewal conversation.

Don't walk into a renewal conversation relying on memory. Run this 24h before and brief whoever is in the room. 5 minutes of prep prevents 30 minutes of confusion.

Use the risk flags.

The open risks section is the highest-value output. If it says High severity, make that the first agenda item — not something you get to "if there's time."

Make it yours — 3 variations

Portfolio View

Run for your top 10 accounts, then ask Claude: "Which three accounts need attention this week?" Portfolio health at a glance.

Pre-Expansion Prep

Add a section: "Expansion signal." Is there anything in the data that suggests the customer is ready for a bigger conversation? Upsell prep built in.

Post-Meeting Update

After a customer call, run the same prompt with a "meeting notes" input. Claude updates the risk and sentiment sections based on what you just heard.