Your Weekly Check-in
🚀 Step 1: Complete Your First Success Check-In
After joining, you’ll receive a personalized success check-in link via email.
👉 Look out for an email from us immediately after submitting your onboarding form.
This link is unique to you and connects directly to your Customer Success Score dashboard, allowing us to:
- See where you’re starting from
- Understand your specific goals
- Support your journey with tailored guidance
🔒 Your link is private and tied to your unique ID — so please don’t share it with others.
📊 Why This Check-In Matters
Filling out your initial success check-in enables us to:
- ✅ Generate your Customer Success Score – a clear benchmark that evolves with your progress.
- ✅ Tailor our support – giving you smarter tools, recommendations, and insights aligned with your specific goals.
- ✅ Track your momentum – so you can see how you’re growing, week after week.
The more detailed and honest your answers, the more effective we can be in helping you succeed.
🕐 Weekly Progress Reminders
You’ll receive a short reminder email every week prompting you to update your success check-in.
These weekly updates are quick but powerful — they keep your score current and help us understand what’s working, what’s not, and where extra support may be needed.
🎛️ Want to pause reminders? Just reply to any reminder email or message your success manager — we’ll gladly turn them off for you.
🛠️ Support Tickets vs. Check-Ins
Your check-in helps us guide your strategic success, but it does not replace technical support.
💡 If you run into bugs, technical issues, or anything that’s blocking your workflow, please submit a support ticket.
📈 How We Use Your Customer Success Score
Your Customer Success Score isn’t just a number — it’s a live signal we monitor weekly across every client in the program.
Here’s what we do with it:
- 📡 Actively track your progress so we know how you’re doing at any given time.
- 🧩 Identify patterns or challenges that may require additional training, data support, or resources.
- 🎯 Surface relevant tools and strategies based on where you are in your journey — whether you’re scaling fast or feeling stuck.
- 💬 Tailor our communication to fit your exact needs, with smarter emails, better check-ins, and actionable insights.
The score helps us move from being reactive to proactively supporting your growth — without you always having to ask.
Last updated on August 6, 2021