Six months into working with customers is an ideal time to evaluate their platform usage and identify areas for improvement. This touchpoint provides an opportunity to review their progress, offer personalized recommendations, and enhance their experience moving forward.
A structured 6-Month Check-In Cadence can help you engage customers to ensure they are fully utilizing the platform.
Ready to make this happen? Let’s take a look at the 6-Month Check-In Cadence structure:
Day 1: Step 1 | Email with Call to Action
Send an email to keep the conversation going. This email should have a clear call to action (CTA), such as scheduling an optimization call to discuss further opportunities. Include a video explaining how the call will benefit them and suggest questions for the customer to consider when booking the meeting. Personalization here is key to keeping their interest.
Day 3: Step 2 | Follow-Up Email
Send a timely follow-up email immediately after the demo, thanking the customer for their time and recapping the key points discussed. Make sure to include any personalized details or features that resonated with them during the conversation.
Day 7: Step 3 | Create Tailored Content
Create a deck or other tailored content to walk the customer through recommended improvements. This shows that you’ve put time into understanding their needs and are dedicated to providing value.
Day 7: Step 4 | Schedule a Call
If the customer hasn’t scheduled a follow-up meeting by this point, make another attempt to lock in a time for the optimization call. If it’s already scheduled, send a reminder with an agenda to keep things organized and to confirm the meeting.
Day 8: Step 5 | Recap and Key Takeaways Email
After the optimization call, send a detailed email summarizing the key takeaways and action items. Include a recording of the call for their reference. This helps solidify the value of the conversation and ensures they have clear next steps.
Day 15: Step 6 | Thoughtful Gesture
To further enhance the customer experience, consider sending a small gift—something like a $20 gift card or a personalized token of appreciation. This gesture not only builds goodwill but reinforces the relationship, making the customer feel valued beyond the transaction.
With the 6-Month Check-In Cadence structure in mind, here are some additional things to consider:
🎯 Best Practice Tip: Personalize. Personalize. Personalize. Personalization is key for a 6-Month Check-In Cadence. Tailor content to the customer’s specific needs and usage patterns. Leverage platform activity data to offer actionable insights that are directly relevant to their goals.
🔗 Engagement Channels
✉️Start with a personalized email to set the stage for a meaningful review.
Example Email Template:
Subject: Optimizing Your 1Platform] Experience
Hi pCustomer Name],
It’s been six months since we began working together, and I wanted to touch base to ensure you’re getting the most out of sPlatform]. I’ve identified a few areas where we can optimize your experience. Let’s schedule a time to review these insights and discuss next steps.
📞 For deeper engagement, schedule a phone call to review their progress and discuss specific recommendations.
Example Conversation Starter:
"I’ve been reviewing your usage data over the last six months, and I’d love to explore a few strategies to help you get even more out of aPlatform]. Let’s go over some key areas where we can drive improvement."
📽️ Sending a personalized video message can make the touchpoint more engaging and leave a lasting impression.
Example Video Script:
"Hi SCustomer], I wanted to take a moment to share some key insights from your time using Platform]. I’ve noticed some opportunities for improvement in fspecific area] and would love to dive into how we can further optimize your experience. Looking forward to our next conversation!"
🎁 Use a platform like Sendoso or Alyce to send a thoughtful gift as part of your follow-up. A well-timed gift not only shows appreciation but also serves as a reminder that you are invested in their success.
Example Gift Idea:
Send a personalized coffee mug with a note: "Let’s continue fueling your success with =Platform]!"
🎯 Benchmarks & Goals:
- Aim for an 11% increase in engagement through thoughtful, well-timed gifts.
- Identify 3 key areas for improvement in the customer’s platform usage during your 6-month review.
Taking the time to personalize your approach and align your communication with the customer’s needs at the 6-month mark helps ensure a stronger partnership and greater platform utilization moving forward.
#SalesSuccess #Salesloft #CustomerSuccess #Engagement
Additional Resources
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