Lesson 29 · Customer success
Start your day in the Control Panel
Risk, calls, and the work that needs you first.
You’ll be able to
- See what changed overnight
- Prep every customer call
- Work the accounts that need you first
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Transcript
The Control Panel is your morning report. It shows which customers need you today, and why.
In Success, open Health, then Control Panel. The brief at the top sums up what changed, in plain words.
The tiles count the work. Signals to review, high priority items, churn movement, revenue at risk, and follow-ups ready to send. Click a tile to open that list.
Under Churn risk, see how many accounts sit at low, medium and high risk, and how many got worse since the last snapshot.
Upcoming calls lists your next customer meetings. Click Call prep for the objectives, what changed, and what you owe them.
Priority actions puts the biggest work first. Each row shows the reason, and the team to route it to.
Action queues hold the rest. Pick a queue, like Health changes, then click a row. The details open below, with the next step one click away.
Next up, the Success Dashboard.
