Collects strategic customer input for roadmap planning.
Hi {{first_name}},
We are planning the next roadmap cycle and would value your input on top priorities.
If you share your top three needs, I can represent them directly to product leadership.
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.Replace all {{variables}} with your actual information before sending.
Focuses on measurable customer outcomes rather than generic check-ins.
Surfaces proactive support before issues become churn risk.
Ends with one clear action to keep account momentum high.
How is onboarding going so far?
View template Customer SuccessYour 30-day progress summary
View template Customer SuccessThank you for your candid feedback
View template Customer SuccessCongrats on hitting a major milestone
View template