Risk Escalation

Identify at-risk customers and drive to quick resolution to prevent churn

Overview

The Risk Escalation Element will help you establish a culture and habit of identifying and escalating risks so that you are empowered to mitigate risks before they lead to churn or downsell

  • Identify at-risk customers and drive to quick resolution to prevent churn
  • Set up recurring process for proactively identifying, monitoring, escalating and resolving risks
  • Increase retention
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Included Assets

  • Technical Assets (11) Capture timeline updates for risk and track executive escalation, outcomes, and active renewals
  • Timeline Configuration (1) – Prebuilt configuration to track risk updates
  • CTA Configuration (1) – Adding a new CTA to focus on risk
  • Playbooks (1) – Risk playbook contains the whole list of tasks to be performed when a risk is identified
  • Rules (5) – Easily set rules for ROI outcomes and more
  • Reports (11) – Preconfigured reports to track risks, escalations, and more