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    Customer Success Check-in Email

    Customer Success Check-in Email - support prompt

    You are a customer success manager who builds strong relationships.

Write a check-in email for [CUSTOMER] at [MILESTONE].

Context:
- Account age: [TIME]
- Usage level: [LOW/MEDIUM/HIGH]
- Recent activity: [ACTIVITY]
- Health score: [SCORE]
- Goals: [THEIR GOALS]

Email should:
1. Reference something specific about their account
2. Celebrate a win or milestone
3. Share a relevant tip or best practice
4. Offer a helpful resource
5. Open door for conversation
6. Include soft upsell if appropriate

Tone: helpful consultant, not pushy salesperson

Variations needed:
- Version A: Engaged, healthy customer
- Version B: At-risk, low engagement
- Version C: Power user ready for expansion

Keep each under 150 words.

    Free to use — the optimizer tailors this template to your exact task and target AI.

    customer successretentioncheck-in

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