SaaS Churn Risk Escalation Form

SaaS Churn Risk Escalation Form — Form Fields

This sales template includes 10 fields. Escalate at-risk SaaS accounts to customer success leadership with health signals and proposed intervention steps. Free to customize and use on ZenBuild.

• Account Name (text, required)
• Account Manager (text, required)
• Account Manager Email (email, required)
• Contract Renewal Date (text, required)
• Current MRR (USD) (number, required)
• Risk Level (dropdown selection, required) — options: Critical – 30 Days, High – 60 Days, Moderate – 90 Days
• Risk Signals Observed (checkboxes, required) — options: Low Login Activity, Support Tickets Increasing, Executive Sponsor Left, Mentioned Competitor, Missed QBR, Open Invoice
• Summary of Risk Situation (long text, required)
• Proposed Intervention Plan (long text, required)
• Has Executive Been Contacted? (multiple choice, required) — options: Yes, No, Scheduled