Customer Success · Email

Monthly Client Update — Email Template

Standard monthly recap email sent by CSMs on the first business day of each month.

Subject: {{Brand}} × CloudHealth · {{Month}} recap & what's next

Hi {{FirstName}},

Quick monthly recap from the CloudHealth side, plus what we're focused on together in {{NextMonth}}.

{{Month}} Numbers

Metric{{Month}}vs. last month
Orders——
Approval rate—%—
GMV$——
Refund rate—%—
NPS (rolling 30)——

Wins

Watch-outs

What we're working on in {{NextMonth}}

As always, hit reply with anything — I read every one.

— {{CSMName}}
CloudHealth Customer Success