Customer Success Check-In Form

Customer Success Check-In Form — Form Fields

This sales template includes 7 fields. Conduct structured check-ins with existing customers to assess satisfaction, identify expansion opportunities, and flag at-risk accounts. Supports proactive customer success management. Free to customize and use on ZenBuild.

• Company Name (text, required)
• Primary Contact Name (text, required)
• Overall Satisfaction with Our Product/Service (rating, required)
• Are you achieving your desired outcomes? (multiple choice, required) — options: Yes, exceeding expectations, Yes, meeting expectations, Partially meeting expectations, Not yet meeting expectations
• How often do you use our product/service? (dropdown selection, optional) — options: Daily, Several times a week, Monthly, Rarely
• What challenges are you currently facing? (long text, optional)
• How likely are you to renew your contract? (multiple choice, required) — options: Definitely renewing, Likely renewing, Unsure, Unlikely to renew