Customer Pulse Meeting

Customer Success should meet with high-priority accounts to collect feedback and insights about the product to avoid churn and increase satisfaction.

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Tone of the meeting

👋Catch Up

How is everything going since we last chatted?

🚧Roadblocks

Discuss any current roadblocks.

🚀New features

Present any new features.

💡Feedback

List any features or capabilities that you wish the product or service could do for you.

✅Action items

What came out of this meeting? What are our next steps?

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