- Review the account profiles in your CRM, Customer Success Tool, Google Sheet, your notes, etc.
- Look at their usage, activities in product, last touch, conversation history with the customer.
- Determine how you can save the account.
- Reach out to the customer via phone and confirm the cancelation is accurate. It is possible it may be wrong. If a direct number is available, then email and book time. Suggest 3 times you are available to meet with them OR Book a meeting on your the PoC’s calendar 10 days out. Do not just supply your calendar booking link, the chances of them booking are low.
- Once contact is made or a meeting booked, prepare for the discussion with data/screenshots/insights to change the situation.
- Design a plan with your customer to get things back on track. Document this in a formal Success Plan with tasks/to-do’s for all involved.
- If customer is not receptive, escalate to management. But make sure to complete steps 1-6 before doing so.