Automate the scheduling needed to create positive customer experiences and maximize LTV (Customer Lifetime Value). Achieve proactive customer support through rapid intervention for customers showing signs of churn and by promoting the adoption of new features. By leveraging Jicoo, you can increase the productivity of your Customer Success managers and contribute to improving your churn rate.
Use Cases
Individual Follow-up for At-Risk Customers
Challenge: You want to proactively approach customers whose service usage has declined before it's too late.
Solution: Identify customers showing signs of potential churn and instantly issue a dedicated meeting page just for them. Propose a one-on-one consultation with a message like, "A Special Invitation for [Customer Name]," to nip potential churn in the bud.
How to set up:
Go to Create New > "One-off meeting."
Share the URL with the customer showing signs of churn.
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Promoting New Features & Proposing Upsells
Challenge: A new feature has been released, but you can't inform all customers. You want to effectively encourage adoption by focusing on high-value customers who are likely to benefit.
Solution: Use a messaging feature to send a booking page for a "New Feature Adoption Seminar" to target customers all at once. By including a checkbox in the booking form like "I would like a private consultation," you can also create opportunities for upselling.
How to set up:
In the booking page editor > Forms, add a question item like "I would like a private consultation."
Use the routing feature to automatically assign customers who answer "Yes" to a specific sales representative.
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Hosting User Community Events
Challenge: You want to increase satisfaction and build loyalty by holding user groups where customers can share success stories.
Solution: Utilize the capacity setting to limit the number of participants and the pre-event survey feature to decide on the day's topics. Efficiently run high-quality community events.
How to set up:
In the booking page editor > Participants > "Capacity" set the maximum number of participants.
In the booking form, add a question like "What topic would you like to discuss?" to collect responses in advance.
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Advanced Applications
Centralize Customer Support History by Integrating with a CRM
Integrate with a CRM like Salesforce to automatically record "when," "who," and "what kind" of meetings were held. Centralize customer information and provide optimal support as a team.
Frequently Asked Questions
Q. Our support services differ depending on the customer's contract plan. Can we separate the booking pages we provide?
A. Yes, you can. By creating dedicated booking pages for each plan (e.g., "Premium Plan Customer Support Desk") and guiding customers to the appropriate page, you can provide service tailored to their level. Creating pages by duplicating an existing one is an efficient way to do this.
Q. We want to measure meeting satisfaction with NPS (Net Promoter Score) and continuously improve.
A. Yes, this is possible. Using Jicoo's post-booking redirect feature, you can automatically send users to a page like an NPS survey tool.
See actual case studies and implementation effects here ✨