Customer check-ins
For every current customer: are they happy, will they renew as things stand, and what could they add. Record the answers on a touchpoint (Log touchpoint → check-in).
Check-in campaignNot running. Starting one puts a check-in call for every current customer on its owner's queue, overdue renewals and red accounts first.
Happy
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Decision maker answered
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Email NPS
One question to the decision makers and champions of current customers. At most once per person every 90 days. Every score of 0 to 6 opens a personal follow-up due in 2 days.
NPS
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Promoters · Passives · Detractors
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Decision makers
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Champions
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Detractor follow-ups open
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| Account | ARR | Renewal | Forecast | Happy | Could add | Checked in | Owner |
|---|---|---|---|---|---|---|---|
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