Free Customer Success Tool - Adoption and Enablement Email: Did You Know About This Feature?

This email takes a casual tone to introduce an underutilized feature, making the discovery process feel approachable and exciting.

Time for Your Quarterly Review

Hi [First Name],

It’s time for our Quarterly Business Review to ensure you’re on track to achieve your goals with [Product/Service].

Here’s what we’ll focus on:

  1. Review your key performance metrics.
  2. Identify areas for improvement or growth.
  3. Set a roadmap for the next quarter.

Click here to schedule your session: [Link].

If you’d like to discuss anything specific, let me know so we can include it in the agenda. Looking forward to connecting!

Best,

[Your Name]

[Your Position]

[Contact Information]

About This Resource

  • Type: Email
  • Category: Adoption and Enablement
  • Sub-Category: Promoting underutilized features
  • Effort: Low
  • Requires Budget: No