Risk Escalation
Identify at-risk customers and drive to quick resolution to prevent churn
Overview
The Risk Escalation Element will help you establish a culture and habit of identifying and escalating risks so that you are empowered to mitigate risks before they lead to churn or downsell
- Identify at-risk customers and drive to quick resolution to prevent churn
- Set up recurring process for proactively identifying, monitoring, escalating and resolving risks
- Increase retention
Included Assets
- Technical Assets (11) Capture timeline updates for risk and track executive escalation, outcomes, and active renewals
- Timeline Configuration (1) – Prebuilt configuration to track risk updates
- CTA Configuration (1) – Adding a new CTA to focus on risk
- Playbooks (1) – Risk playbook contains the whole list of tasks to be performed when a risk is identified
- Rules (5) – Easily set rules for ROI outcomes and more
- Reports (11) – Preconfigured reports to track risks, escalations, and more
