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Lifecycle Check-Ins

Personalized check-ins, value reminders, and ROI proof.

Julie Zehntner avatar
Written by Julie Zehntner
Updated over 2 months ago

Summary

  • Strategic timing, strategic impact. This play targets customers nearing key lifecycle moments like renewals or anniversaries with personalized check-ins, value reminders, and ROI proof.

Why this works

  • Re-engages customers when decisions are on the table.

  • Surfaces wins to reinforce why they bought in the first place.

  • Turns renewals from a maybe into a yes.


Goal

For the reader: Strengthen relationships and renewals at key milestones.

For the company: Boost retention and growth at high-impact lifecycle moments.


Accoil Signal

(1) Primary signal

  • Lifecycle Stage — Accounts nearing renewal or anniversary

  • Engagement Score — Moderate or declining

(2) Additional insights (recommended filters):

  • Account Characteristics — High-value or strategic accounts

  • User Role — Decision-makers or stakeholders


Action steps

  1. Segment Accounts Near Milestones

    Use lifecycle filters to flag upcoming renewals or anniversaries.

  2. Conduct Health Reviews

    • Schedule check-ins.

    • Review satisfaction, blockers, and successes.

  3. Reinforce ROI

    • Share impact metrics or usage highlights.

    • Tailor targeted outreach to their goals and role which you can automate with Accoil

  4. Address Concerns

    • Proactively resolve churn risks.

    • Offer support or adjustments as needed.

  5. Prepare for Renewal

    • Loop in sales or CS for expansion/renewal strategy.

    • Share insights from the review.


Supporting metrics

Metrics

How to measure in Accoil

Renewal Rates

% of accounts renewing post-check-in

Customer Satisfaction

Feedback scores from lifecycle discussions

Revenue Growth


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