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amenne authored and actions-user committed Jan 30, 2024
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Expand Up @@ -57,7 +57,6 @@ Where customer health is poor or concerning, specific email campaigns are sent t

When users begin to interact with a new feature for the first time, the Digital Scaled team is alerted and advanced use case materials are sent to the account to encourage enablement and use.


### Nurturing

Customers enter the nurture phase once they have reached 80% utilization (MAU / Seats) AND 30% usage (DAU / MAU) OR their renewal is within 120 days (at which point they enter the renewal lifecycle stage).
Expand All @@ -78,4 +77,4 @@ After their first 90 days, the Program Contact, Champion, and Instance Admin are

#### Quarterly check-ins

Starting 90 days into the relationship, we also begin offering quarterly check-ins with customers. They are invited to schedule time with the TA team to cover topics such as enablement & training asks, product roadmap overviews, product feedback sessions, or general check-ins.
Starting 90 days into the relationship, we also begin offering quarterly check-ins with customers. They are invited to schedule time with the TA team to cover topics such as enablement & training asks, product roadmap overviews, product feedback sessions, or general check-ins.
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Expand Up @@ -21,4 +21,3 @@ The pre-to-post sales handoff process consists of the following steps:
2. If relevant, generates request for new cloud production instance.
3. Completes [instance to admin mapping](https://docs.google.com/document/d/12W85VTKLJg2Os74PWADxwOPfpMozB0mUm4Do6fN9dFs/edit?usp=sharing)
4. Tags customer contacts with the appropriate `role` on their contact card in Salesforce.

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