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Customer Success Playbooks and Workflows

Achieve More Customer Success without More Hires

Let Userlot's powerful automations handle the routine, so your team can focus on the strategic, and you can achieve greater success without the need for additional hires.
Userlot Automations

Understanding Userlot Automations

Playbooks in customer success are like your recipe for a delicious dish - they outline the essential ingredients (steps) required for successful customer outcomes. Automate routine tasks, create efficient workflows, and maintain consistent engagement.

Maximize Efficiency

Automatically guide new customers through the onboarding process. Send email sequences, create tasks, send onboarding surveys and more.

Guaranteed Consistency

Ensure seamless, top-notch customer experiences at all times, regardless of your team's size or the scale of your customer base.

Automation Meets Personalization

Streamline your customer success process without sacrificing the crucial personal touch. With Userlot, automation and customization go hand in hand.
Why Userlot Automations

Unlock your time with Automations

Discover how Userlot Automations can supercharge your team's productivity, freeing you them to focus on fostering stronger customer relationships.

We've packaged Customer Success best practice

Hit the ground running - don't spend weeks or months on setup. Choose from our extensive library of resources.

Create custom automations with ease

Experience the simplicity of designing your own automations to match your business needs.
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Start your 30-day free trial

Ready to take the guesswork out of your customer success strategy? Start your Userlot journey today and discover the difference of data-driven customer insights.

Packaged for Success

We've pre-loaded some of the most useful automation to get you started quickly. Examples include:

Onboarding Automation

Automatically guide new customers through the onboarding process. Send email sequences, create tasks, send onboarding surveys and more.

Renewal Reminders

Set up automatic alerts to be sent to a customer success manager when a customer's health score drops below a certain threshold.

Upselling/Cross-Selling Triggers

Measure what matters with Untitled’s easy-to-use reports. You can filter, export, and drilldown on the data in a couple clicks.

Risk Alerts

Solve a problem or close a sale in real-time with chat. If no one is available, customers are seamlessly routed to email without confusion.

Milestone Communications

Explore 100+ integrations that make your day-to-day workflow more efficient and familiar. Plus, our extensive developer tools.

Automated Reports

Set up recurring reports to keep track of important metrics like churn rate, renewal rate, and customer engagement.

How Userlot Stands Out

Selecting the ideal customer success tool is crucial for your company's growth and retention. Experience the distinction with a side-by-side comparison of Userlot and Gainsight. Discover which solution aligns best with your company's vision and goals.