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risk-assessment

Assesses credit risk factors to predict customer default probability and provides a credit score.

58|21|Updated May 15, 2026
Search Tags:#risk assessment#escalation#customer success#renewals#churn signals#discount authority#taro playbook
One-click install
npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill risk-assessment-t0ddc3by
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: risk-assessment
Source: https://github.com/t0ddc3by/claude-for-customer-success/tree/main/renewals/skills/risk-assessment
Command: npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill risk-assessment-t0ddc3by

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

It helps you determine a structured renewal risk tier for a specific customer account and translate signals into an escalation-ready action plan before you engage in the 90/60/30-day renewal window.

Core Features & Use Cases

  • Signal-based churn risk tiering: Aggregates evidence across five domains (product adoption, engagement/relationship, support/satisfaction, commercial signals, and renewal posture) to assign Low/Medium/High/Critical.
  • Auto-escalation and routing guidance: Enforces non-negotiable auto-escalate triggers (e.g., non-renewal notice and configured high-risk conditions) and outputs an escalation route with a named owner, channel/method, and SLA.
  • TARO play recommendation + save options: Recommends a renewal play aligned to the detected risk profile and surfaces save actions within configured discount authority.
  • Use when: You need single-account triage, quick assessment under time pressure, or multi-account prioritization for pipeline review prep.

Quick Start

Activate renewals.risk-assessment for Acme Corp in quick mode by saying: /renewals:risk-assessment Acme Corp --quick

Frequently Asked Questions about risk-assessment

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I assess renewal churn risk for a customer account before the 90/60/30-day outreach window?▼

Renewal churn risk assessment aggregates evidence across product adoption, engagement, support, commercial, and renewal posture signals to assign a Low/Medium/High/Critical risk tier and generate an escalation-ready action plan.

What churn signals trigger an automatic escalation during customer renewal triage?▼

Auto-escalate triggers during renewal triage include non-renewal notice and configured high-risk conditions, which enforce a named escalation route with an owner, channel, and SLA.

Can I prioritize multiple accounts for a renewal pipeline review instead of triaging one at a time?▼

Multi-account triage mode supports prioritized account selection for pipeline review prep by mapping churn signals across accounts to risk tiers, while single-account mode handles quick assessments under time pressure.

How does risk tiering translate into a renewal play and discount-safe save options?▼

Risk tiering recommends a TARO-aligned renewal play based on the detected risk profile and surfaces save actions constrained by configured discount authority to prevent unauthorized pricing concessions.

What configuration data is needed to run a churn risk assessment?▼

Churn risk assessment requires reading configured churn signal definitions and an escalation matrix from local operator configs to map evidence to risk tiers and enforce auto-escalate triggers.

When should I use quick mode for customer renewal risk triage?▼

Quick mode is used for single-account triage under time pressure, delivering a fast risk tier assessment and escalation route without the depth of multi-account pipeline review prioritization.

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