Churn Risk Intervention Case
Customer Success
What it tests
Ability to identify early churn signals, build a save plan, and execute a difficult customer conversation
Format
- 1Candidate receives a one-page account brief: 18-month customer, usage dropped 40% last quarter, champion left, renewal in 60 days
- 230 minutes to write a save plan: root cause hypotheses, immediate actions, stakeholder mapping, and proposed success metrics
- 3Live role-play: interviewer plays the new, skeptical champion who is considering cancellation
- 4Debrief: candidate explains their reasoning and what they would do if the call went badly
What to look for
- Do they diagnose root cause first, or jump straight to discounting?
- Is their stakeholder mapping thoughtful — do they identify the economic buyer, not just the contact?
- In the role-play, do they listen and uncover the real objection, or pitch features defensively?
- Is their fallback plan (if the call fails) realistic and proactive?
Adaptation guide
Adjust churn signals to match your product's actual health indicators (login frequency, API calls, support tickets). Add a health score dashboard screenshot to the brief for data-driven CSM roles.
Full description
Format:
- Candidate receives a one-page account brief: 18-month customer, usage dropped 40% last quarter, champion left, renewal in 60 days
- 30 minutes to write a save plan: root cause hypotheses, immediate actions, stakeholder mapping, and proposed success metrics
- Live role-play: interviewer plays the new, skeptical champion who is considering cancellation
- Debrief: candidate explains their reasoning and what they would do if the call went badly
Time: 45 minutes
What to look for:
- Do they diagnose root cause first, or jump straight to discounting?
- Is their stakeholder mapping thoughtful — do they identify the economic buyer, not just the contact?
- In the role-play, do they listen and uncover the real objection, or pitch features defensively?
- Is their fallback plan (if the call fails) realistic and proactive?
Adaptation: Adjust churn signals to match your product's actual health indicators (login frequency, API calls, support tickets). Add a health score dashboard screenshot to the brief for data-driven CSM roles.