- Review the customer’s product usage data in your CRM or Customer Success software to understand the risk signals and behaviors associated with the low health score.
- Regardless of the healthscore, if the customer is never logging in or logging any activity in your product, they are at risk/of low health.
- Reach out the to customer to schedule a discussion to better understand the situation
- Prepare for the discussion – build slides to highlight data and insights and prepare recommendations
- Design a plan with your customer to get things back on track
- Send a follow up email with the plan detailed and ask for confirmation
- Create the plan with associated tasks to track and manage improvement over time.