Free Customer Success Tool - Customer Advocacy Email: A Quick Check-In

This email uses a conversational and personal approach to encourage the customer to share feedback while reinforcing the CSM's availability for help.

Proactive Support for [Customer/Account Name]

Hi [First Name],

I’ve been reviewing your account and noticed some trends that may indicate challenges with [specific feature/process]. At [Company Name], we’re committed to ensuring your success, and I’d like to take proactive steps to address this.

Here’s what I propose:

  1. [Action Step #1]: Example - Schedule a quick call to discuss your current experience.
  2. [Action Step #2]: Example - Review your workflow to identify potential bottlenecks.

Please let me know a convenient time for us to connect: [Link].

Together, we can work to realign on your goals and get you back on track. Best regards,

[Your Name]

[Your Position]

[Contact Information]

About This Resource

  • Type: Email
  • Category: Customer Advocacy
  • Sub-Category: Collecting and Sharing Customer Feedback
  • Effort: Low
  • Requires Budget: No