New Assets Nominated:
- Gainsight Community -- what awesome ideas for playbooks, surveys, and email templates do you have?
New Assets Published: 8 playbooks, 8 CoPilot templates published in the last 2 weeks
- Executive Engagement Risk playbook - drive value and execute strategy when a customer Executive is disengaged with the product
- Drop in Usage playbook - provide aid and training when a customer's usage drops
- Habits Risk: Stalled (Yellow) Adoption playbook - improve a neutral trend in customer adoption or habits
- Data Risk playbook - mitigate risk and determine path forward when a customer faces a data risk issue
- Training/Adoption Opportunity playbook - discover and execute an opportunity for customer training and/or increased adoption
- Move to Adopting playbook - transition a customer from Launched stage to Adopting stage where they are fully self-sufficient
- Support Risk: High Priority Issue playbook - manage a customer's support risk when it's a high priority or urgent issue
- Support Risk: Volume/Duration Issue playbook - manage a customer's support risk when it's an issue volume or duration issue
- Logo Permission template - ask permission from a customer to user their logo in customer-facing content
- Survey Reminder template - remind customer that they haven't yet responded to a released survey
- Notify Management of New Flagged Risk >100k ARR template - automated notification for Management of new high priority flagged risk
- Notify Management of Upcoming EBR template - automated notification for Management of upcoming EBR
- Pre-Event Program Connectivity template - connect customers before an upcoming Event regarding programs they'll be involved in
- Outage Report template - provide customers with a report and explanation for any experienced downtime
- Monthly Uptime Report template - send customers reports on overall downtime experienced on a monthly basis
- Executive Sponsor Survey Announcement template - have a survey invitation/announcement come from the customer's Executive Sponsor
Assets to be published next week:
- Support Ticket Acknowledgement template
- Schedule EBRs template
- Sales-to-Service Handoff playbook
- Product Risk playbook
- Special Event playbook
- Feedback on New Beta Feature survey