Article
Proactive outreach to at-risk accounts
Build automated and manual workflows that trigger when health scores drop, so you reach out before the customer decides to leave.
Summary
This lesson explains how to set up proactive outreach for at-risk accounts so you intervene before customers decide to leave. You will learn how to define at-risk criteria, build a weekly review process, and track whether your interventions are working.
By the time a customer tells you they want to cancel, it is usually too late. This chapter shows you how to build outreach workflows that trigger automatically when health scores drop below your threshold. You will learn how to combine automated check-ins with personal outreach, what to say when you reach out, and how to address underlying issues before they become cancellation requests.