CoPilot: Risk - customer re-engagement
Userlevel 7
+5
Do we have an email template planned for re-engaging with a customer that we haven't heard from in awhile? In general, it looks like we have a lot of Playbooks addressing customer risk issues, but we have very few email templates for risk. Is that intentional, because we envision the CSM reaching out personally to a customer, rather than using mass email templates?
Thanks for the suggestion, Lila. I think you hit the nail on the head, that responses to risk situations are generally much more customized and personal. However, we can certainly make more of a push for these types of templates (as a starting point, if nothing else), and I like the idea of starting with a 're-engagement' template.
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