Customer Playbooks
Automated playbooks triggered by health scores, adoption signals, and lifecycle events.
Training Completion Booster
Improves training completion rates to drive better adoption and customer outcomes.
Trigger: Training completion < 50%
Actions (4)
+1 more actions
Executive Engagement Program
Maintains executive sponsor relationships for strategic and enterprise customers.
Trigger: Customer tier = enterprise or strategic
Actions (4)
+1 more actions
Churn Prevention
Last-resort intervention for customers at imminent churn risk. Aggressive save plan.
Trigger: Renewal likelihood = unlikely
Actions (5)
+2 more actions
Expansion Opportunity Activation
Identifies and activates expansion opportunities for healthy, high-adoption customers.
Trigger: Health > 80 AND adoption > 70%
Actions (4)
+1 more actions
Module Adoption Booster
Targets customers with licensed but unused modules. Drives adoption through training and enablement.
Trigger: Adoption rate < 60%
Actions (4)
+1 more actions
Renewal Playbook
90-day pre-renewal engagement. Ensures renewal success through value demonstration and early intervention.
Trigger: Renewal date within 90 days
Actions (5)
+2 more actions
New Customer Onboarding
30-60-90 day onboarding plan for new customers. Ensures fast time-to-value and module adoption.
Trigger: Customer status = onboarding
Actions (6)
+3 more actions
At-Risk Customer Escalation
Activated when customer health score drops below 50. Triggers executive escalation and churn prevention workflow.
Trigger: Health score < 50
Actions (4)
+1 more actions