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How to make a list of people to call
Playbook: How to manage at-risk clients
Playbook: How to leverage referrals and review from successful clients
What to do when a contract has become outdated
Shelter’s adoption count has grown / shrunk significantly
New features are needed
Subsidy status has ended
Cadence of these (by day)
Customer Success work:
How to Renew Service Periods (Deals) Audit, Renew, and Update recurring Deals
At-risk
Celebrate
Attention to newly onboarded customers
Escalations: dedicate a block of time to helping with complicated/complex tickets and if all are not in our court, jump in and help support clear any backlogs
Jira Campaign work
Tasks & Campaigns
Key Tasks
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