Customer Success: Workflow Health Check

Hi {{first_name}},

A quick workflow health check can reveal issues before they impact outcomes.

I can run this with your admin in one session.

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.