Save Plan

Turn an at-risk read into a 30 day plan with one owner, a checkpoint that can fail, and a landing you chose before the pressure started.

Start here

If the user gave the account, ARR, renewal and notice dates, and what is going wrong, go straight to "Do this". A renewal-risk read already in the conversation counts.

Otherwise ask for these in ONE message, then proceed with whatever comes back:

1. Account, ARR, renewal date, notice date, and what the user has been told by whom
2. Who decides and whether the user has met them
3. What the user's company can offer: executive time, price or term room, services hours

Usage, emails and the contract are a bonus. If an "Account context" block exists in the conversation, use it.

Do this

1. Decide if there is a window. Any one of these closes it: the decider has said no, the notice date has passed, a replacement is procured, the budget is reallocated. Closed means do not launch; manage the exit. Narrow means count the working days left and say so.
2. Name the mechanism and match the play. Budget cut, failed rollout, sponsor lost or reorganized, competitor, price, service failure, product gap. Load references/plays.md. If the mechanism is unknown, week 1 is finding it.
3. Set the people. One owner on the user's side. An executive sponsor at the level of their decider. The decider on their side, met in week 1, not only the champion.
4. Put the fix and one proof first, the price last. One result in the decider's own measure, in writing, within two weeks. Commercial options come after, as trades.
5. Pre-decide the landing. The contraction, term and add-back right the user would accept, and the floor below which they let it go. Get finance authority before the first call.
6. Write it by week with the ask of the customer each week, the asks of the user's own company (name, action, date), and a day 15 checkpoint with a stated consequence if it fails.
7. Log it where the next owner will read it: window, mechanism, owner, floor, checkpoint.

Output

Use this skeleton. Keep it to one page.

SAVE PLAN: [Account] | [ARR] | renews [date] | opt-out by [date]

Window: OPEN / NARROW / CLOSED (manage the exit)
Why: [the facts, said / seen / inferred]. Working days left: [n]
Mechanism: [3 sentences, cause to effect]. Play: [name]
Dollars: save at $[x]. Accept down to $[floor] if [terms]. Below that, let go.

People: Owner [name] | Our exec [name] | Their decider [name], met yes / no

| Week | Action | Owner | Ask of customer | Date |

Asks of my company: [name, action, by when]
Day 15 checkpoint ([date]): "If [observable] has not happened, [switch to fallback]."
Fallback (graceful landing): [contraction, terms, door-open step]
Log: [where the plan is recorded]

What I could not check
- [gap]

A filled example is in examples/sample.md. Match its length and tone.

Rules

• No window, no plan. A save launched after a replacement is bought wastes a month and spends the goodwill a clean exit or a later win-back needs.
• Match the play to the mechanism. A discount does not fix a failed rollout and training does not fix a cut budget. The wrong play feels busy and changes nothing.
• Fix before price. Opening with a discount teaches the customer that threatening to leave works, and it answers none of their reasons.
• Protect the relationship with the decider, not only the champion. A champion can be reorganized away overnight, and the signer is the one who reads the renewal.
• One owner. A plan owned by three people has nobody holding the day 15 checkpoint.
• The day 15 checkpoint must be able to fail. Half the runway is gone by then, and a test that cannot fail turns the plan into ritual while the notice date closes.
• Choose the contraction in advance. Under pressure people concede whatever is asked. A floor decided beforehand makes a smaller account that renews a win, not a failure.
• Never trade the unverified. Roadmap dates, price and security terms come from the user's company, not from this page. Flag them before they reach a draft.

Related (only if installed)

renewal-risk for the read this plan starts from. stakeholder-map when the decider is unclear. renewal-negotiation for the commercial rungs. offboarding when the window is closed. adoption-plan when the mechanism is low usage.