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Customer Success Check In

Proactive customer success outreach to ensure subscriber health and satisfaction

Complexity: Moderate | Duration: 15-30m | Category: Operations/Process

Tags: customer-success retention health-score engagement relationships

Workflow Diagram​

Steps​

Step 1: Account prioritization​

Agent: customer

success - Prioritize by ARR and health score

Step 2: Data preparation​

Agent: customer

success - Review usage, support tickets, feedback

Step 3: Meeting scheduling​

Agent: customer

success - Schedule check-in call or video

Step 4: Health assessment​

Agent: customer

success - Discuss goals, challenges, satisfaction

Step 5: Value demonstration​

Agent: customer

success - Highlight ROI and success metrics

Step 6: Feature training​

Agent: customer

success - Educate on underutilized features

Step 7: Feedback collection​

Agent: customer

success - Gather product feedback and feature requests

Step 8: Action plan​

Agent: customer

success - Create joint success plan with milestones

Step 9: Follow​

Agent: up

customer-success - Schedule next check-in and send summary

Usage​

To execute this workflow:

/workflow operations/process/customer-success-check-in.workflow

See other workflows in this category for related automation patterns.