The excitement when a new customer signs on is contagious– handshakes, congratulations, and promises of a long, fruitful partnership. But fast forward a few months, and the story often changes. That once-engaged customer might start slipping away—emails go unanswered, product usage drops, and suddenly, the partnership doesn’t feel so secure anymore.
It’s a situation every CSM dreads: the quiet warning signs of churn.
But what if there was a way to catch those signs early and take action before it's too late? That’s where a cadence can come in. A Proactive Action Cadence helps keep you in front of your customers, build relationships, and address concerns before they ever consider leaving.
Here’s a look at a Proactive Action Cadence:

Best Practice Tips:
- Send personalized videos that provide best practices for areas with low customer usage
- Create a library of these cadences to have at your disposal
- Consider deploying a Proactive Action Cadence as part of your year-long engagement plan