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Customer Success
Customer Success
Customer Check-In Template
How to ensure your customers are satisfied and improve retention
Click here to copy!Summary
Instruction: Update the summary based on this template below
Review
What has changed since the last customer check-in?
Review recent events and key metric updates to gain an up-to-date, accurate understanding of the client.
Positive Highlights
How has our team helped the client achieve their goals since the last check-in?
How can we improve these factors?
Concerns, Shortcomings, or Risks
Are there any problems with our products or services that the customer has encountered?
Identify all risks that may lead to customer disengagement or churn.
Objectives for Next Meeting
What specific goals does the client want to achieve before the next check-in?
How can we help?
Opportunities to Increase Engagement or Upsell
Are there any opportunities to increase the value we provide this customer?
Key Takeaways
- List all insights and actionable items that are worth sharing with other departments.
Summary
How to use this template for your next meeting
Want to have automatically generated meeting notes in the specific template format above? Just follow these easy steps!
Step 1: Log in / Sign up to Wudpecker’s browser app.
Step 2: Conduct your meeting with Wudpecker’s notetaker admitted in it.
Step 3: Go to the Templates section on the Wudpecker website. Select the template you want to use.
Step 4: Press the “Click here to copy” button.
Step 5: In the Wudpecker app, open the notes of the meeting that you want to use the template for.
Step 6: In the notes, click on “Re-write with custom prompt”
Step 7: Paste (Ctrl/Cmd + V) the template that you copied and press “Re-write notes”. You should see the notes in just a couple of minutes.
Why this template is useful
Regular check-ins with customers are crucial for maintaining strong relationships and ensuring that their needs are being met. However, without a structured approach, these meetings can become disorganized and ineffective, potentially leading to missed opportunities or issues going unaddressed.
By using a customer check-in template, such as the one provided, you can ensure that all key areas are covered during the meeting. This helps to identify any changes or updates since the last check-in, review recent events and metrics, and address any concerns or risks. Using this template also enables you to focus on the positive highlights, showcasing how your team has helped the client achieve their goals and how you can continue to improve upon these efforts. Additionally, it helps to set objectives for the next meeting based on the client's specific goals and identify opportunities to increase engagement or upsell.
In summary, by using a customer check-in template, you can ensure that all important points are covered during the meeting, maintain strong relationships with customers, and identify opportunities to improve the customer experience.
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