New Assets Nominated:
- Gainsight Community -- what awesome ideas for playbooks, surveys, email templates, and rules do you have?
- Annual Health Check-In Playbook - Prepare and execute an annual customer 'health' meeting.
- CSM Satisfaction Survey - Evaluate customer satisfaction with their Customer Success Manager.
- New Beta Feature Participation CoPilot Template - Invite a subset of customers to participate in New Beta Feature testing.
- Habits Decline (Green to Yellow) CoPilot Template - Address improvement and offer help when a customer drops in Habits from Green to Yellow.
- Severe Habits Decline (Yellow to Red) CoPilot Template - Address improvement and offer help when a customer drops severely in Habits from Yellow to Red.
- Habits Improvement (Yellow to Green) CoPilot Template - Congratulate when a customer improves in Habits from Yellow to Green and discuss methods
May Release: 50 Vault rules!
- On May 19, we released a set of 50 ready-to-use rules into Vault. To see the full list, go to the Rules tab of this spreadsheet, which contains all currently available assets.