Sales
Customer Success Check-in Message
Quick Answer
Send a weekly or bi-weekly prompt asking CSMs to check in with their top accounts, flag at-risk customers, and log health scores. Proactive check-ins reduce churn.
Copy-paste templates (3 variants)
Customer Success Check-in 📋 Please review your accounts and update: 🟢 Healthy accounts: any expansion opportunities? 🟡 At-risk accounts: what's the plan? 🔴 Escalations: who needs immediate attention? Log health scores in CRM and flag anything that needs team support.
When to send this
Schedule
Every Tuesday
Time
9:00 AM
Recurrence
Weekly
Automate it once.Install Schedule Message and set this as a recurring message — it sends itself every time, even when you're offline.
💡
Pro tip: Automate this every Tuesday with Schedule Message so your CS team starts each week with a consistent account review habit. Pair it with a shared tracking doc linked in the channel.
Frequently asked questions
Stop sending this manually
Automate this template with Schedule Message
Set it once. It sends itself — every standup, every Monday, every sprint end — automatically, under your name.