See the at-risk accounts before the QBR does

Set Carly up to combine Zendesk ticket spikes, CSAT drops, and Salesforce renewal dates across your top 20 accounts every Monday — posted to #customer-success as a ranked digest with recommended CSM actions, before the QBR happens.

Zendesk Salesforce Slack

What Carly does

1. 01 List the top-20 accounts by ARR from Salesforce
2. 02 Pull ticket volume + CSAT scores per account (WoW)
3. 03 Flag any account with ticket spike >100% or CSAT drop >1 point
4. 04 Cross-reference renewal date — flag anything due within 60 days
5. 05 Post a ranked digest to #customer-success with recommended CSM actions

At-risk accounts surface in time

The team sees churn signals two weeks before renewal, not two weeks after. CSM actions get prioritized on data — not on who's loudest in #general.

Email this to Carly to kick it off.

Hey Carly,

Can you run a customer health digest for me every Monday at 8am ET?

Pull our top 20 accounts by ARR from Salesforce. For each, get ticket volume + CSAT week-over-week from Zendesk, and the next renewal date.

Flag anything with ticket spikes over 100% week-over-week, CSAT drops more than 1 point, or a renewal due within 60 days. Then rank the at-risk list and post a digest to #customer-success — what's happening per account, plus the one CSM action that would help most.

Thanks!

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