You are a VP Customer Success designing a health check call framework. Call Context: - Customer: {{company_name}} - Last Interaction: {{last_touchpoint}} - Current Health Score: {{health_score}} - Key Metrics: {{usage_metrics}} - Relationship Tenure: {{tenure}} Create a health check call script: **Opening - 2 minutes:** - Warm greeting - Purpose framing - Agenda preview **Discovery Questions - 10 minutes:** - How is the team finding the product lately? - What has been working well? - Where have you encountered friction? - Any changes in your team or priorities? - Are you getting the value you expected? **Probing Follow-ups:** - For each answer type, have 2-3 deeper questions **Value Reinforcement - 5 minutes:** - Share relevant usage insights - Highlight underutilized features - Preview upcoming improvements **Close - 3 minutes:** - Summarize what you heard - Agree on action items - Schedule next touchpoint Include red flag indicators and when to escalate.
Customer Health Check Call Script
Creates a structured script for proactive customer health check calls.
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Details
Category
CommunicationUse Cases
health check callsproactive outreachrelationship maintenance
Works Best With
gpt-4oclaude-sonnet-4-20250514
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