Customer Success: Account Cleanup Reminder

Hi {{first_name}},

A quick quarterly cleanup helps keep reporting and permissions accurate.

I can share a short checklist for your admin team.

I will keep this proactive and send the next checkpoint by {{next_update_date}}. If priorities changed, reply with your top use case and I will adjust recommendations.

I will keep this proactive with clear checkpoints, owners, and dates so your team always has visibility into progress.

If priorities changed, share your top outcomes for this quarter and I will adjust the plan accordingly.