What's your risk process for lower ARR / tech touch / digital led customers?

User: "Alex Tran"
Expert
Updated by Heather Wendt

Looking for some feedback on risk process for high volume, low ARR customers!

 

Currently, our risk process for all customers is:

  • Create risk CTA in Gainsight (or any platform that provides your team visibility that this account is at risk)
  • Provide weekly update on the risk account:
    • Background
    • What we've done so far
    • Next steps

I'd love to scale this effectively when you have a high volume of customers.

Any thoughts or advice on how to manage the risk process for a lot of customers?

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