Customer Success: Annual Plan Sync

Hi {{first_name}},

I would like to sync on your annual plan so we align product use with strategic goals.

Would next week work for a short planning call?

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 can also provide a practical status snapshot so stakeholders can quickly see what is on track, at risk, and next.

If you send your current priorities, I will tailor the snapshot to what matters most right now.