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Once churn candidates are established, there are a few things we could contemplate to do:
Send a Slack notification, announcing a churn candidate
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Press the add action icon (+) and choose Slack action 'Send a message'.
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The moment you PQA became a customer, Goal-reached actions will be triggered. You here mainly want to clean up and notify your peers about a new customer.
Notify Team on Slack
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This is practically the same sequence as the previous Slack notification:
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Whether your customer actually churned or a churn risk remains, let's tell the CS team.
Add a manual CS follow up task in HubSpot
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When after a time-out, a once-promising trial account did not convert, you may want to ask the Sales team to manually follow up on the account. This is how it's done.
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Reach out to our support team
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or book time to make it onlinetogether
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