Customer Check-In Call Script
Run a useful short conversation with an existing customer.
Added October 15, 2026. Written with AI assistance and checked for clarity and placeholders; not reviewed by a lawyer, accountant, clinician or other professional. How these prompts are made
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Prepare a check-in call. Customer, role and history: [CUSTOMER_HISTORY]. Purpose: [PURPOSE]. Recent usage or issues: [RECENT_ACTIVITY]. Write a 20-minute structure: open with appreciation, ask about goals, review progress, explore challenges, share relevant updates, agree next steps. Provide ten open questions, listening tips and a way to handle criticism. Write a follow-up note under 100 words. Include a log template recording what the customer said in their words, risks, opportunities and actions. Do not push upgrades in a check-in unless the customer raises a need. Add a list of ten open questions grouped by goals, process, people and future, for example What has been the biggest change since we started? Provide a note on listening for signs of risk such as a new decision maker or budget review. Add a log of what to do after the call within 24 hours. Finish with a note on call frequency: monthly for new customers, quarterly for steady ones, and an extra call after any serious incident.
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