Lost Champion Checklist

Losing a champion refers to the situation when the primary advocate within a customer organization is no longer available. This can occur due to staff turnover or other reasons and can result in a lack of continuity in communication and support, potentially leading to customer disengagement, dissatisfaction, and ultimately churn. Handling such situations professionally and effectively is crucial. To assist you in managing these scenarios, we provide a suggested checklist. This checklist offers a structured approach for addressing the challenges associated with losing a champion. By following this checklist, you can navigate the transition smoothly, maintain strong communication channels, and ensure continued customer satisfaction, minimizing the risk of churn.

In this template, HowNow - One home for all of your learning and skills - highlighted the key milestones of our onboarding process, each deliberately structured to be action-oriented and designed to drive specific outcomes. This approach ensures that every step of your journey with us is clear, focused, and aligned with our mutual goals for success, all facilitated through our innovative Customer Interface.

Contributed by:
Or Guz

Or Guz has worked in the tech industry for 15 years in technology and business leadership roles. He gained experience creating and scaling Customer Success and various customer-facing organizations (pre and post-sales). As a seasoned VP of Customer Success, he is passionate about leading go-to-market strategies and serving as an advisor to companies and individuals.