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retention-check

Run structured post-delivery satisfaction checks, collect NPS scores, prepare for renewal conversations, and build action plans when a client relationship is at risk. Keeps the deliver-to-satisfaction chain closed by ensuring each engagement has a documented satisfaction signal and a clear next step.

  • Area: Sales & Clients
  • Category: sales
  • Level: beginner
  • Input: conversation
  • Output: document
  • Setup: none
  • Roles:

Runs post-delivery satisfaction checks, collects NPS scores, and builds recovery plans for at-risk clients.

How you ask

  • “Post-delivery satisfaction”
  • “Renewal conversation”
  • “Recovery action plan”

Inputs

  • client-id — Client identifier for vault path resolution
  • project-context — Recent delivery context from the client project folder (client.root).
  • contact-details — Who to contact (client.contacts).
  • client-profile — Client relationship baseline used to frame the renewal case.
  • company-profile — Own-company context used to position the renewal offer.
  • project-context — Engagement history from the client project folder (client.root).
  • satisfaction-records — Prior satisfaction scores (client.feedback).
  • satisfaction-record — Most recent satisfaction record with low score (client.feedback); absent when the trigger is silence, a complaint, or an invoice or scope dispute.

Outputs

  • recovery-plan (markdown)
  • renewal-brief (markdown)
  • satisfaction-record (markdown)
  • {client.deals}/renewal_brief_{YYYY-MM-DD}.md
  • {client.feedback}/recovery_plan_{YYYY-MM-DD}.md
  • {client.feedback}/satisfaction_{YYYY-MM-DD}.md