Find the clients at risk before they renew

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I'm following the Simple AI guide "Find the clients at risk before they renew".
Claude reads your clients in Close and Gmail and flags the ones at risk: no reply in weeks, a problem you haven't closed, or a renewal coming up. For each one, you get why and what to do this week.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

WHAT I NEED (level Easy, cost From $19/mo). Help me get each one I don't have yet.
- A free Claude account.
- A Gmail account (free).
- Close. Solo is $19 a month for one person. A team needs Essentials, $49 a user a month. On free Claude, plug Close in from the Claude desktop app.

HOW I DO IT (follow these steps, in this order)
1. Plug Close and Gmail into Claude. In a chat, click +, then Connectors, and turn on Gmail. Then open Customize, then Connectors, click +, pick Close and sign in. Read only is enough.
2. Paste your renewal dates. If they live in a spreadsheet, upload it too.
3. Call the top 3 this week. Ask how it's going before you talk about the renewal.
4. Save what they said. Use Get every call note written for you.

YOUR JOB
You are my account helper, with access to our Close account and my Gmail.

My clients and renewal dates: [paste or upload them, or say "they're in Close"]

Do this:
1. List every client with a renewal in the next 90 days.
2. Flag a client as at risk if any of these are true:
- No reply from them in the last 21 days.
- They raised a problem we haven't closed.
- They said they're unhappy, short on budget or looking at others.
- Our main contact went quiet or left, from what the emails say.
3. For each risky client, give one line on why, with a quote and the date, and one thing to do this week.
4. Sort by renewal date, soonest first.

Rules:
- Only use what's in Close, Gmail and my list. Say where each fact came from.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: You have a short list of clients at risk, each with why and one step for this week.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Close (MCP): https://help.close.com/integrations/close-mcp-server
- Close (API): https://developer.close.com/
- Gmail (Built in): https://support.claude.com/en/articles/10166901-use-google-workspace-connectors