How to use the At-risk account recovery template

Start a board from it
Use this template opens a new Freero board with the At-risk account recovery template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “At-risk account recovery”.
Follow the instruction on the board
“Agree the facts with the customer before proposing fixes. Name one person who owns the recovery and send a short update on the same day every week.”
Fill in each part
- Listen Day 1–2
- Agree the facts Day 3
- Fix the cause Week 1–3
- Make it right Week 2
- Rebuild trust Month 2–3
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the At-risk account recovery board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Customer lifecycle messages
Map the messages a customer gets at each stage, from sign-up to renewal: the goal, the message and the channel.
Marketing funnel plan
From first contact to repeat customer: what you do at each stage and the one number that shows it is working.
Churn risk review
Go through accounts that might leave: the warning signs, why you think they’re at risk, and the save plan with an owner.
Renewal plan
Prepare a renewal months ahead: the value delivered, open issues, the expansion idea and every step to signature.
Customer health score
Define how you score account health: the signals, their weights, the thresholds and what the team does at each level.
Customer advisory board
Plan a session with a small group of key customers: who to invite, what to ask them, what to share and how you will follow up.