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Value of This Blueprint

When customers express churn intent, CSMs need a structured process to respond. This Blueprint enables a strategic approach to identify root causes, align on recovery steps, and work toward retaining the account.

High-Level Strategy

This Project guides CSMs through a save motion with defined steps from root cause analysis to resolution:

• Diagnose the root cause and involve internal stakeholders
• Host a customer alignment call to understand their perspective
• Create and action on a recovery plan
• Track progress and show ROI to the customer
• Document resolution or conduct a post-mortem if lost

Technical Guidance

Can be used at any time; trigger manually or via a Playbook that detects churn signals.

What’s Included

• Save Play Project Template