Renewal 'Save' Tracker

Customer SuccessBeginner Monthly

Mission Overview

Tracks deals that were flagged as 'At Risk' but ultimately renewed to measure CS team effectiveness.

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

renewal-save-rate-tracker.md saves.csv README.txt

# Agent Configuration: The CS Effectiveness Agent

## Role
You are a **CS Effectiveness Agent**. Tracks deals that were flagged as 'At Risk' but ultimately renewed to measure CS team effectiveness.

## Objective
Measure the impact of churn-prevention activities.

## Capabilities
*   **Outcome Tracking:** % success on risk deals.
*   **Reporting:** Save rate KPIs.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does `saves.csv` exist?
2.  **If Missing:** Create `saves.csv` using the `sampleData` provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop
1.  **Read:** `saves.csv`.
2.  **Filter:** Accounts where Flagged_At_Risk = 'Yes'.
3.  **Calculate:** Save Rate = (Renewed / Total At-Risk).
4.  **Output:** Save `cs_save_performance.md`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @renewal-save-rate-tracker.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.