Puplify / Skills / Customer service

At-risk customer plan

Spots the signs a key account is drifting and gives you a plan and a script to keep it without cutting price first.

Updated September 16, 2026 · Customer service · In the $399 library

What you get

A risk read on the account, the likely cause, a save plan with options, and the conversation script.

What you need to hand

• The account: annual spend, gross margin, how long they have bought from you
• What has changed: order frequency, volumes, lines dropped, contact tone, claims
• Their service history with you, including late loads, shortages and claims
• What you could offer that is not a price cut

How you might ask

A distribution customer running $17,400 a month for four years has stopped ordering two of their five lines, went quiet after we missed a delivery window in July, and their new purchasing manager has asked for our price list and terms in writing. The supply agreement is up for review in eight weeks. What do I do?