Implement reliable processes to address lagging product adoption, ensuring that your customers are able to achieve the outcomes they’re looking for.
Trigger Calls to Action to provide your CSMs with playbooks when:
• A customer’s product adoption health score decreases or increases.
• The CSM has gone longer than a month without logging a Timeline activity that indicates that they talked with the customer about tactics to promote adoption.
• A customer’s product adoption health score is red or orange (once a quarter).
Within the playbook, provide ready-to-use emails templates.