Monthly check-in
Routine touchpoint.
- Snippet
- Check-ins and reviews
- 3 blanks to fill
Hi Name, Checking in for this month. Your team Usage highlight. Anything you would like help with before our next review?
Orange words are blanks you have not filled yet. Press ⌘ Return to copy.
About this template
Routine touchpoint.
- Category
- Customer success
- Pack
- Check-ins and reviews
- Type
- Snippet, a short message
- Asks for
- Name, Month, Usage highlight
Use it anywhere you write: email, chat, a document or a support tool. If you send it often, save the finished text as a snippet in ClipBuddy and paste it again from your clipboard history with ⌘⇧V.
Template source
The template as written, with its blanks in double braces, such as {{Name}}.
Hi {{Name}},
Checking in for {{Month=this month}}. Your team {{Usage highlight}}. Anything you would like help with before our next review?