At-Risk Customer Surveys.

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Send out a quarterly Net-Promoter-Score survey to identify customers at risk of churn allows you to pinpoint renewal problems before they happen. Email surveys to clients ahead of their renewal cycle to discover any potential issues. If possible, include a gift to encourage participation. Assess their responses and take appropriate corrective actions to save any at-risk accounts.


  • Identify customers with low product usage or poor adoption who meet the criteria for At-Risk Survey


  • Source expanded set of contacts which meet your persona definition related to low usage or other churn risk
  • Send records to your CRM
  • Assign to a Account Owner
  • Enroll in At-Risk Customer Survey

Messaging Template

Subject: We want your feedback

Body: Hi [first name]:ย 

At [your company name], we pride ourselves in delivering the best [product offering] and we hate to see our customers leave us.ย 

We’re always striving to do better, to deliver more value, and to help our customers win by [value proposition]. Your feedback would mean a lot. If you have a minute, please share with us a bit about your current customer experience and likelihood to renew, by taking this brief survey.ย 

As a thank you, you will receive a [dollar amount] [company name] gift card.ย 

When you first signed on with [your company name], it was to fill a gap that you had in your business. We hope that we are delivering on that need, but would love your feedback on areas we can improve.ย 

Let me know if there is anything that I or the team here can do to help you out.ย 

Thank you,ย 

[sales rep first name]

GPT Email Example




Enterprise Sales Leader

Subject: Customer Satisfaction Survey

Dear David,

I hope this email finds you well. As a valued customer of ZoomInfo, we would love to hear your feedback on our service. We are conducting a customer satisfaction survey and would greatly appreciate it if you could take a few minutes to complete it.

As a token of our appreciation, we are offering a $100 Amazon gift card to the first 50 respondents.

Thank you for being a valued customer of ZoomInfo. We look forward to hearing your thoughts.

Jessica Hipskind
Senior Account Manager, Strategic Accounts

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