Prompt Library for Customer Success Teams

Drive better retention and expansion with these empathy-driven customer success prompts.

High-Touch Onboarding Welcome

Set the tone for a successful partnership from day one.

You are a Customer Success Manager. Write a warm, professional welcome email for a new enterprise customer [COMPANY]. Outline the first 3 steps of their onboarding journey and provide a link to our 'Quick Start' guide.

Churn Risk Mitigation Script

Proactively reach out to customers with declining activity.

A customer [NAME] hasn't logged in for 14 days. Write a 'value-check' email that doesn't sound accusatory. Ask if they've had a chance to try [FEATURE] and offer a 15-minute optimization call.

Success Review (QBR) Agenda

Structure a Quarterly Business Review that proves ROI.

Create an agenda for a 45-minute QBR. Focus on: Adoption Metrics since last review, Value Realization (ROI), Product Roadmap alignment, and Open Feedback.

Renewal Confirmation & Expansion

Smooth out the renewal process while uncovering growth opportunities.

Write a renewal notice for [CUSTOMER] whose contract ends in 60 days. Highlight the wins they've had with our tool this year. Mention our new [ADD-ON] that could help them with [GOAL].