Draft First
A written playbook, not software. Fifteen agent routines and 54 copy-paste prompts that tell ChatGPT, Claude, Gemini or Copilot what facts to gather and how to draft a renewal prep, QBR, escalation brief or churn check. The CSM reads it and makes the call. $39 once, plus free browser-based retention calculators.
What makes Draft First good at reducing churn?
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How does Draft First actually reduce churn?
This sits on the human side of retention rather than the data side. It will not surface a single at-risk account, because it never sees your product or billing data. What it changes is the cost of acting on an account you already worry about, by turning the renewal prep or the risk review from ninety minutes of assembly into twenty minutes of editing. For a one or two person CS team, that cost is usually the real reason the outreach never happened.
What is Draft First?
Draft First is not software, and the listing leads with that because the price makes more sense once you know. It is a 47-page PDF, a plain-text file of 54 prompts, and a setup page you paste into whichever AI assistant your company already approved. $39, one time, nothing to connect.
What you are buying is the structure. Each of the fifteen plays is two pages covering one recurring piece of CS writing: an escalation brief, a renewal prep, a QBR, log analysis, inbox triage, ticket themes, a churn risk check, case notes, a weekly report. A play tells the assistant what facts to gather first, what shape the output takes, and what it must not do. The 54 prompts break down as fifteen main ones plus 39 follow-ups, variations and QA checks, and every play ships with a sample result so you can see what good looks like before running it on a real account.
The guardrails are the part worth paying for. There are five standing safety rules, including drafts only, never invent a number, and run in draft mode for the first two weeks. That last one matters more than it sounds. The failure mode for AI in customer success is not a bad draft, it is a confident draft containing an invented renewal date that a CSM forwards to a customer. A rollout plan over fourteen days and a template for writing your own play round it out.
Being tool neutral cuts both ways. Nothing to buy, nothing to integrate, works with ChatGPT, Claude, Gemini, Copilot or Cursor, and it survives your company switching assistants. It also means nothing is automatic. No connections, no scheduler, no record of what ran. You paste into a thread and export or log the result yourself, which the vendor says plainly on the page.
The free calculators are worth a visit on their own: churn rate, churn risk score, NRR and GRR, health score, CSM capacity, and an escalation email generator. No sign-up, and they run in the browser rather than sending your numbers anywhere. There is also one complete play given away free in exchange for an email, which is the right way to evaluate this given all sales are final.
What can Draft First actually do?
- Fifteen agent routines, two pages each, covering the recurring writing in CS and support
- 54 prompts: fifteen main ones plus 39 follow-ups, variations and QA checks
- A sample result for every play, so you can judge the output before running it on a real account
- A plain-text prompts file, so nothing has to be copied out of a PDF
- A setup page and standing rules block you paste into your assistant once
- Five safety rules, including drafts only, no invented numbers, and two weeks in draft mode
- A 14-day rollout plan and a quick reference for when each play runs
- A template for writing your own plays, plus a time tracker
- Free browser-based calculators: churn rate, churn risk, NRR and GRR, health score, CSM capacity
- Tool neutral, so it works with ChatGPT, Claude, Gemini, Copilot or Cursor and survives a switch
Who should use Draft First?
What are the pros and cons of Draft First?
Pros
- Nothing to integrate and nothing to get approved, which is the real blocker for CS teams at companies with a procurement process
- $39 once is less than an hour of a CSM's time, so it pays back on the first renewal prep that takes twenty minutes instead of ninety
- The safety rules are the part most prompt packs skip, and drafts-only plus never invent a number is exactly the right pair of constraints
- Tool neutral means it keeps working when your company swaps assistants, which prompt libraries tied to one vendor do not
- The free calculators and the free sample play let you judge the quality properly before paying
Cons
- It is a document. Nothing runs on a schedule, nothing is logged, and nobody is notified. Every play is a human pasting into a chat window.
- All sales are final, so the free sample play is not a nice-to-have, it is the only evaluation you get
- Output quality depends on the assistant you already have and on the person editing the draft. A weak CSM with good prompts still ships weak briefs.
- Nothing here touches your product data or billing, so it cannot tell you which accounts are at risk, only help you write about the ones you already know
- Prompt packs age as models change. A 47-page PDF has no update mechanism beyond the author reissuing it.
Free agent prompt
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One markdown file you drop in your repo and hand to Claude Code, Codex, or Cursor. It checks the review against your actual stack instead of the vendor pitch.
$ claude "read churntools-draft-first-eval-prompt.md and do what it says"
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What does Draft First integrate with?
What retention experiments pair well with Draft First?
Retention experiments to run alongside Draft First
Detect Competitive Evaluation Before They Churn
Health Score Monitoring for Enterprise Accounts
Prevent Churn During Leadership Transitions
Frequently asked questions about Draft First
The questions buyers ask me most often about this tool.
Is Draft First software?
What does it cost?
Which AI assistants does it work with?
Who is it actually for?
Does it replace a customer success platform?
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The full review as a clean PDF you can drop in a doc, print, or send to the person who actually has to approve it.
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Enter your email and the download starts straight away. You'll also get The Churn Fix, one specific retention fix per issue. Unsubscribe whenever.
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Reviewed by Mark Ashworth
Founder of ChurnTools. I review every tool in this directory personally, talk to the people using them, and call out which ones I'd actually recommend (and which I wouldn't). No paid placements in the rankings.
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Retention Diagnostic · $2,500 fixed · first 2 at $1,250
A tool will not fix churn you have not diagnosed
Buying software is a reasonable second step. The first one is knowing which part of your churn is voluntary, which part is failed payments, and what the people who left did differently in their first month. I work that out and send you three fixes ranked by what they are worth, in writing, within 10 working days.
- ✓ Your churn split by cause, with dollars on each
- ✓ Three fixes, ranked, with expected recovery
- ✓ The advice that does not apply to you
- ✓ Fixed price, no call required
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