Churn surprises cost recurring revenue that a customer success team could have kept. This Google Docs template gives Fallowfield Supply's CS team one place to log at-risk accounts, the signals behind them, the causes and the save plays with a named owner. It runs seven pages, from the at-risk list and signals through causes, save plays and owners to a make-it-yours guide, so a review can be run in one sitting.

The sample shows five accounts holding £632,900 of ARR, each with a rating, a response and an owner, plus a trend of red-band accounts and a donut that splits at-risk ARR by cause. Replace the accounts, health inputs and figures with your own CRM data first. Keep only the save plays your team has run, and check each signal against last year's actual churn before you rely on the score.