Customer Success

Paste a table, create one useful column, review uncertain rows, and export your results. First 100 successful rows per job free.

Choose the columns that describe the request or situation, apply one editable tool, review exceptions, and copy the results back to your working spreadsheet.

• Adoption blocker — Sort rows into Setup, Integration, Training, Internal resources.
• Cancellation reason — Sort rows into Price, Missing capability, Low usage, Business change.
• Renewal position — Sort rows into Plans to renew, Undecided, Plans to cancel, Not discussed.
• Expansion request — Sort rows into More seats, Additional team, Additional capability, New geography.
• Dissatisfaction strength — 1 Minimal → 5 Severe
• Explicit cancellation request — Does the customer explicitly request cancellation or non-renewal?
• Training requested — Does the customer explicitly request training, instruction, or a guided session?
• Executive sponsor changed — Does the account update state that the executive sponsor has changed or departed, rather than that a change is only possible?
• Renewal meeting requested — Does the customer explicitly request a meeting to discuss renewal?
• Usage decline reported — Does the account update explicitly report lower product usage compared with an earlier period?
• Additional seats requested — Does the customer explicitly request more user seats or licenses?
• Onboarding progress — 1 Not started → 5 Onboarding complete
• Success outcome specificity — 1 No outcome → 5 Target defined

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