๐Ÿ’ผ Retention & Relationship Script

What to Say - Customer Success Check-In Call Script

The Health Check that prevents churn before it happens. A proactive retention call that turns data into loyalty. Free to use โ€” customize and start reading with our teleprompter in seconds.

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STEP 1
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STEP 2
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STEP 3
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Script text

Hey [Name], I was looking at your usage reports for the last quarter. First off, congrats on [Specific Milestone or Stat] โ€” that's a huge win for your team. I'm calling because my job is to make sure you're getting every cent of value out of [Product Name]. On a scale of 1 to 10, how much of a 'hero' is this tool making you look like to your boss right now? [If low:] Okay, let's dig into that. What's the one 'missing link' that would make this a 10 for you? [If high:] Love to hear it. Since you've mastered [Feature A], have you considered how [Feature B] could help with [Next Big Goal]?