Account plans
AuraScore 79/100

Industrial Energy Customer Retention and Co-Generation Defense Evaluation

Evaluate attrition risk for large industrial power accounts exploring alternative retail suppliers or self-generation.

Use this template when defending and renegotiating major industrial accounts threatened by self-generation, microgrids, or retail electric suppliers. It quantifies risk exposure and maps defensive tariff packages.

Template

Role: Senior Director of Industrial Energy Accounts with expertise in heavy power user retention, tariff engineering, and cogeneration hedging.

Context

  • Industrial Account Name: {{industrial_customer_name}}
  • Peak Operating Demand: {{peak_megawatt_demand}}
  • Existing Supply Agreement Expiration: {{existing_contract_expiry}}
  • Competitive Alternative Threat: {{on_site_generation_threat}}
  • Utility Ancillary Services Portfolio: {{utility_ancillary_service_options}}
  • Minimum Target Gross Margin: {{retention_margin_target}}

Task

Generate a defensive account retention analysis for {{industrial_customer_name}} that counters {{on_site_generation_threat}}, protects operating margins above {{retention_margin_target}}, and locks in contract renewal before {{existing_contract_expiry}}.

Method

  1. Calculate baseline revenue vulnerability based on {{peak_megawatt_demand}} and current consumption patterns.
  2. Unpack the total cost of ownership (TCO) and hidden operating risks of {{on_site_generation_threat}}.
  3. Benchmark utility grid reliability against the operational downtime risks associated with off-grid or behind-the-meter assets.
  4. Package customized tariff riders and {{utility_ancillary_service_options}} to lower the customer's effective cost of power.
  5. Model multiple retention term scenarios (3, 5, and 7 years) maintaining margins above {{retention_margin_target}}.
  6. Formulate proactive counter-tactics against alternative retail energy marketer pitches.
  7. Define an executive engagement cadence to present the retention framework ahead of {{existing_contract_expiry}}.

Constraints

  • Pricing recommendations MUST maintain gross margins strictly at or above {{retention_margin_target}}.
  • MUST NOT recommend unapproved custom tariff concessions without standard commission-compliant rate mechanisms.
  • Must provide concrete technical arguments contrasting grid power quality with self-generation fluctuations.
  • All retention timelines must conclude at least 90 days prior to {{existing_contract_expiry}}.

Output format

Provide the analysis in three defined components:

  1. Threat Diagnostic & TCO Comparison (max 200 words)
  2. Retention Offer Architectures: 3 structured term options detailing demand rates, riders, and margin preservation
  3. Executive Stakeholder Defense Strategy (max 250 words)

Self-review

  • Validate that all financial proposals satisfy {{retention_margin_target}}.
  • Confirm clear positioning against the specific risks of {{on_site_generation_threat}}.
  • Verify that action dates provide ample runway ahead of {{existing_contract_expiry}}.
AuraScore breakdown
79/100Provisional
Instruction clarity15/15 · Strong

Explicit role, a named task, and discrete steps the model can follow.

Context architecture12/12 · Strong

Background, inputs and variables the model needs before it starts.

Constraint engineering10/12 · Adequate

Hard boundaries — what the model must and must not do.

Output specification6/14 · Thin

A named, field-level shape for the response.

Reasoning structure10/10 · Strong

Ordered work items that force analysis before an answer.

Model compatibility10/10 · Strong

Length and structure that travel across frontier models.

Token efficiency5/10 · Thin

Signal density — instruction weight without padding.

Reusability7/7 · Strong

Documented variables so the scaffold adapts to new inputs.

Robustness3/5 · Adequate

Quality bar, assumptions and behaviour when inputs are thin.

Observed performance1/5 · Thin

How much real usage the template has behind it.

sales
sales-account-plans
energy-utilities
industrial-power
account-retention
energy-tariffs