Customer Success · Playbooks

Playbook Library

Systematize retention with trigger-based success playbooks that automatically assign tasks, raise alerts, and schedule activities for matching accounts.

Active Playbooks

4 / 4

Accounts Enrolled

in active playbooks

Triggers Matched

across all playbooks

Alerts Active

Automation

Applied whenever a playbook runs

Assign Tasks

Create and assign tasks to the account CSM.

Create Alerts

Raise alerts on enrolled accounts.

Schedule Activities

Auto-schedule the next playbook activity.

Low Adoption

1 enrolled · 3 matched

Trigger

Action Sequence

Training Session

Manager Outreach

Renewal Playbook

1 enrolled · 14 matched

Trigger

120 days before renewal

Action Sequence

Review Meeting

ROI Presentation

Renewal Proposal

Expansion Playbook

0 enrolled · 11 matched

Trigger

Expansion Opportunity Created

Action Sequence

Assign Owner

Discovery Call

Proposal Workflow

At-Risk Account

1 enrolled · 2 matched

Trigger

Health Score below 60

Action Sequence

Escalate

Executive Outreach

Recovery Plan

Active Playbook Runs

Monitor accounts currently enrolled in automated success workflows.

3 active

Playbook	Account	Assigned To	Current Action	Scheduled	Status
Step 1 of 3	NG Apex Energy Services NG	MS Marcus Steele	Escalate	28 Jul	Active
Step 2 of 3	NG Anchor Construction Group NG	TA Tobi Adeyinka	ROI Presentation	30 Jul	Active
Step 2 of 3	JM Caribbean Power Contractors JM	MS Marcus Steele	Training Session	28 Jul	Active

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