Templates

Planning

Prioritize with business clarity

Use Template

By Nalvin

Use Template

Description

Nalvin helps you understand the revenue and customer impact of a problem by mapping real feedback to accounts and enriching it with CRM context like ARR, segment, renewal timing, and risk signals. The result is a decision-ready brief that highlights top affected accounts, coverage gaps, and the next best actions to reduce churn risk or unblock expansion.

Supported Integrations

Templates are flexible by default. Nalvin automatically picks the right integrations based on what you’ve connected.

How to best use this template

Below are a few tips & tricks from the Nalvin team to get the most out of this template.

Provide a crisp problem statement

A tight problem statement improves matching to accounts and prevents diluted results. If needed, share 1–2 example quotes to anchor the analysis.

Treat mapping as best-effort

Customer names in feedback can be ambiguous. Have Nalvin label confidence (high/med/low) and list what would increase certainty instead of guessing.

Focus on exposure, not exact sums

You can level this up by grouping exposure by renewal window and segment. This keeps the output decision-ready even when some accounts lack complete fields.

Use the top accounts as an interview list

The highest-impact accounts are often the best discovery targets. Ask Nalvin to propose who to interview and what to ask, based on the evidence.

Don’t write back without approval

If you want notes or tags added to CRM records, Nalvin should propose changes first and only write after you confirm the exact targets and fields.

Provide a crisp problem statement

A tight problem statement improves matching to accounts and prevents diluted results. If needed, share 1–2 example quotes to anchor the analysis.

Treat mapping as best-effort

Customer names in feedback can be ambiguous. Have Nalvin label confidence (high/med/low) and list what would increase certainty instead of guessing.

Focus on exposure, not exact sums

You can level this up by grouping exposure by renewal window and segment. This keeps the output decision-ready even when some accounts lack complete fields.

Use the top accounts as an interview list

The highest-impact accounts are often the best discovery targets. Ask Nalvin to propose who to interview and what to ask, based on the evidence.

Don’t write back without approval

If you want notes or tags added to CRM records, Nalvin should propose changes first and only write after you confirm the exact targets and fields.