Client Risk Assessment Form

Client Risk Assessment Form — Form Fields

This sales template includes 8 fields. Proactively identify clients showing signs of churn risk or dissatisfaction. Enables account managers to flag concerns and trigger intervention processes before contract renewal. Free to customize and use on ZenBuild.

• Client Account Name (text, required)
• Account Owner / CSM (text, required)
• Risk Level (dropdown selection, required) — options: Critical – Likely to churn within 30 days, High – Significant risk, needs immediate attention, Medium – Warning signs present, Low – Minor concerns worth monitoring
• Risk Indicators Observed (Select all that apply) (checkboxes, required) — options: Decreased product usage, Unresponsive to communications, Escalated support tickets, Evaluating competitors, Budget concerns raised, Champion left the company
• Contract Renewal Date (text, optional)
• Root Cause Analysis (long text, required)
• Proposed Remediation Plan (long text, required)
• Escalation Required? (multiple choice, required) — options: Yes – needs executive involvement, Yes – needs cross-functional team, No – I can manage this independently