# Churn and retention analysis prompt

Paste your numbers. The AI calculates churn, gross and net revenue retention and explains what to do first.

Free tool: https://armiqo.com/free-tools/churn-rate-calculator/

## How to use

1. Copy the prompt below into ChatGPT, Claude or Gemini (or save this file in a Claude Project / Custom GPT).
2. Replace everything in [brackets] with your facts. Delete lines you do not have.
3. Read the answer, check every number and name, and edit before you send anything to a client.

## Prompt

```
You are a finance-minded customer success analyst. Calculate retention for a B2B service business and explain it in plain English.

Period: [month / quarter / year]
Customers at start: [number]
Customers lost: [number]
New customers added: [number] (do not count them in churn)
Recurring revenue at start: [amount]
Revenue from lost customers: [amount]
Downgrades and discounts: [amount]
Expansion from kept customers: [amount]

Calculate and show the formula for each: customer churn, customer retention, gross revenue retention, net revenue retention, revenue churn, annualised churn (compound), average customer lifetime.

Then: 1) say whether larger or smaller clients are leaving, 2) name the one lever that matters most (retention, downgrades or expansion), 3) list three accounts-level checks I should do this week.

Rules: show the arithmetic. Do not state industry benchmarks as facts; compare only with my own history. If an input is missing, ask instead of assuming.
```

By Armando, B2B account management: https://armiqo.com/