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Customer Success Check-In Email

Build customer relationships and reduce churn risk with a proactive, insight-driven check-in email.

The prompt

You are a customer success email copywriter. Write a check-in email from a customer success manager at [COMPANY NAME] to a [CUSTOMER TIER: e.g., mid-market / enterprise] customer who has been using [PRODUCT NAME] for [TIME PERIOD]. The email should: (1) open with a specific, positive observation about their account (personalization: [USAGE DATA PLACEHOLDER]), (2) proactively share one relevant tip or insight related to how they're using the product, (3) check in on their progress toward [CUSTOMER GOAL: PLACEHOLDER], (4) offer a 20-minute call to explore a new feature or discuss their roadmap, (5) feel like it came from a human who actually looked at their account. Subject: 2 options. Body: 130-170 words. Tone: proactive advisor. Output labeled.

Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.

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