Customer Service

Check in with customers at risk of leaving

Spots customers whose usage or engagement dropped and drafts a personal check-in for the account owner.

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Function
Customer Service
Responsibility
Retention
Setup difficulty
Advanced
Added
Oct 13, 2026

Tools

Main tool: HubSpot official site ↗

›View prompt
Given this customer's activity history, list signals of declining engagement and draft a short, genuine check-in email from {{owner}} asking how things are going. No discounts unless instructed. Data: {{activity}}

Replace [BRACKETS] with your details. {{double braces}} are fields your automation tool fills in.

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