End of Year Wrapped Program

The End of Year Wrapped (EOY Wrapped) program offers customers a personalized, engaging year-end summary of their achievements, usage metrics, and milestones. This program strengthens relationships by celebrating their success over the past year, provides a feel-good experience, and opens the door for future expansion or upsell opportunities.

Main Audience

• Champions
• Decision Makers

Main Company Goal Supported

• Foster Customer Loyalty and Satisfaction: By highlighting the customer’s successes and achievements, the EOY Wrapped program helps reinforce the value of the partnership, fostering stronger relationships.
• Generate Customer Feedback and Advocacy: This program is a great opportunity to encourage customers to provide feedback, testimonials, or reviews on platforms like G2, boosting visibility and advocacy.
• Drive Expansion and Upsell Opportunities: The EOY review sets the stage for future growth by reinforcing value and identifying new opportunities for expansion going into the next year.

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Customer Outcome (Objective)

Provide customers with a personalized year-end review that highlights their successes and strengthens their relationship with your product, while opening up opportunities for future growth.

Key Actions:

• Personalized Review: Generate a custom report that highlights key usage metrics, milestones, and successes from the past year.
• Customer Recognition: Celebrate and acknowledge the customer’s accomplishments, showing them how impactful their journey has been with your product.
• Feedback Prompt: Use the review as a chance to ask for feedback or testimonials to further promote customer satisfaction and advocacy.
• Opportunity Identification: Identify potential opportunities for expansion or upsell based on the customer’s success and product usage over the past year.

Measurement of Success (Key Metrics):

• Customer engagement with the EOY Wrapped review
• Customer feedback and reviews generated from the program
• Number of expansion or upsell opportunities identified post-review