LAYOUT | AT RISK LAYOUT & PLAYBOOK

edited January 12 in Catalyst 4 Catalyst

Difficulty Level: Walk

Time Investment: 40 minutes

The At-Risk Layout and Playbook are built specifically to give you an immediate notification to understand why customers are at-risk, the next steps, and understand which de-risking plays have/have not been successful so that you reduce the likelihood of the customer churning

The video below will guide you through:

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