Risk Process

Value of This Blueprint

Capturing and managing customer risk consistently is essential to proactive retention. This blueprint enables teams to identify, categorize, and track risk in a structured way—helping them resolve issues efficiently while maintaining a historical record to uncover broader trends.

High-Level Strategy

This process standardizes how risk is identified and managed across the organization:

• Establishes a dedicated Risk object with predefined fields
• Enables consistent capture, categorization, and quantification of risks
• Surfaces risks in dashboards and boards for collaborative mitigation
• Creates visibility into recurring themes or systemic issues

Technical Guidance

No prerequisites required, but this blueprint is best implemented once foundational CS motions (onboarding, renewal, lifecycle tracking) are in place to provide meaningful context for risk patterns.

What’s Included in This Blueprint

• Risk Process Playbook
• Risk Object & Custom Traits
• Risk Dashboard, Table & Board View
• Risk Documentation Template
• Risk Goal