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How to change default Risk Themes pick list?
Our version of the At-Risk dashboard has generic risk themes. How do I change them to be specific to our business? Docs and community search has nothing :(
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PLAYBOOK | RENEWAL EMAIL FOLLOW UP BASED ON ACTION
This post was updated Feb '24 Difficulty Level: Walk Time Investment: 10 minutes We’re going to continue with the always-important theme of renewals and show you how to follow up on your initial renewal email automatically with a playbook. The benefit of this feature is that it helps CSMs be proactive with follow-ups…
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LAYOUT| FORECAST & REVENUE LAYOUT
Difficulty Level: Walk Time Investment: 40 minutes As a leader, you are accountable for revenue retention & growth on a book of business, and you want a detailed breakdown of our renewal and expansion forecast. This layout will allow you to communicate revenue predictability to the business and make fast decisions to…
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🏀 Game Ready | Forecast & Revenue with Gloria Liou
Time Commitment: 30 minutes Game film includes: Breakdown of how internal stakeholders can get data quickly Pipeline updates Board meeting critical info How frontline leaders can simplify meetings Renewal meetings Pipeline review with CSM/RM Have questions about something mentioned in the video? If you have a question,…
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Renewal Reminder Playbook
Playbooks are the automation engines within Catalyst. Use playbooks to kick off standard action plans or templates emails that are based on key data points about your customers and contacts. Template seen in: Renewals Playbook Related Support Articles: Playbooks Overview Playbook Task Actions Playbook Email Templates…
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TEMPLATE | RENEWAL KICKOFF DECK
Difficulty Level: Crawl Time Investment: 5 minutes There are many things that go into kicking off a successful renewal process. Standardizing this process can ensure that whether your CSM, RM, or AM is running the call, they have all the information they need. This is the deck we use at Catalyst, ENJOY!! Renewal Kickoff &…
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TEMPLATE | RENEWAL - KICKOFF & PROPOSAL
Difficulty Level: Crawl Time Investment: 10 minutes There are many things that go into kicking off a successful renewal process. Standardizing this process can ensure that whether your CSM, RM or AM is running the call, they have all the information they need. The template below will: Provide your team with the necessary…
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PLAYBOOK | RENEWAL EMAIL BRANCHED BY SEGMENT
Difficulty Level: Run Time Investment: 25 minutes As your business grows and you scale out your CS team, segmenting your customers becomes increasingly important. We’re going to show you how to use our playbook sequencing to create one renewal reminder playbook that can send different messages to each of your segments. The…
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PLAYBOOKS | RENEWAL REMINDER EMAIL
Difficulty Level: Crawl Time Investment: 5 minutes If there is one thing every CS team is looking for is more time ⏳. Writing the same email to each individual customer is the time suck of all time sucks. That’s why it’s important to have a way to automate repeatable emails to your customers. The video below will guide you…
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TEMPLATE | RENEWAL REMINDER EMAIL
Utilize this email template to kickoff the conversation around renewals at least 120 days prior to your customer's renewal date Related support articles: Creating email templates Related Build Resources: PLAYBOOK | RENEWAL REMINDER EMAIL Approximate build time: 5 minutes Subject: Account: Name 's upcoming Catalyst Renewal…
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Renewal Workflow
Approximate time to build in Catalyst: 60 minutes Goal of building this workflow in Catalyst Consistently track renewals to on-time completion Ensure wins and learnings are shared across the organizations Improved renewals forecasting based on insights from CSMs and health scores Stronger relationships built based on value…
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Renewal Workflow: Opportunity, Note Fields
Every process begins with the fields you want to track. These fields will power your segments and layouts, and can enable you to kick off playbooks to assign tasks or even send emails directly to your contacts. Template seen in: Renewal Workflow Related support articles: Creating New Fields Approximate build time: 5…
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🥺 Exit Interview Note Template
This is a great opportunity to document learnings from the customer around what could have been improved, if anything, and additional insights to create a feedback loop for your team, and your organization. This can also be an opportunity to understand if there might be opportunities for future partnerships. Template seen…
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🎉 Closed Renewal/Expansion Note Template
Note templates can be really handy with sharing customer stories with the rest of the organization. This is an opportunity to have notes sent directly to a public Slack channel, where a lot of work happens. It's important that these notes are written with the rest of the organization in mind prior to publishing the note.…
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💰 Renewal/Commercials Note Template
Having a standard note template is the foundation of ensuring your customer facing teams are tracking and keeping the same fields up to date. By including at least 1 Account, Contact, and Opportunity field, it requires users to add at least one of each to their notes, which is best practice! Template seen in: Renewal…