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Customer Recovery Plan

Name the at-risk account in the form below. Cobl finds what went wrong and builds a recovery plan with owners and clear criteria.

Account recovery plan
A recovery plan for unhappy or at-risk accounts.
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Which account is at risk?

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Customer logos: Vinci Energies, Orano, Econocom, Ayming, Paragon, Randstad, Free, Adista, Alcatel-Lucent

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Why is Helix unhappy?

Covered by

Get the causes from tickets, emails and meetings.

Build a recovery plan.

Covered by

See actions, owners and dates to fix the issues.

How will we know it worked?

Covered by

Get clear recovery criteria the client can see.

Prepare the message to their COO.

Covered by

Receive a short, honest message with the plan.

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Save the account before the renewal is lost

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.a{width:300px;box-sizing:border-box;background:#fff;border-radius:14px;box-shadow:0 6px 20px -6px rgba(23,23,23,.10);padding:16px 20px;font-size:16px;line-height:1.5}.a .h{background:linear-gradient(#9eff78,#9eff78) 0 0/100% 100% no-repeat;padding:0 4px;white-space:nowrap;animation:hl 5s ease-in-out infinite}@keyframes hl{0%,18%{background-size:0% 100%}40%,92%{background-size:100% 100%}100%{background-size:0% 100%}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="a serif">What went wrong:<br><span class="h">invoice errors</span>, in 9 tickets.</div></div></body></html>

Understand the problem

Tickets, emails, usage and meetings show what went wrong.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.t{display:flex;align-items:center;gap:11px;width:300px;box-sizing:border-box;background:#fff;border-radius:10px;box-shadow:inset 0 0 0 1px #e8e7e6,0 6px 20px -6px rgba(23,23,23,.10);padding:13px 15px}.bx{width:16px;height:16px;border-radius:5px;flex:none;display:flex;align-items:center;justify-content:center;background:#181818;box-shadow:inset 0 0 0 1.5px #181818;animation:ck 5s infinite}.bx svg{animation:ckv 5s infinite}.tx{font-size:13.5px;font-weight:600;white-space:nowrap}.mt{font-size:12px;color:#767473;margin-left:auto;white-space:nowrap}@keyframes ck{0%,30%{background:#fff;box-shadow:inset 0 0 0 1.5px #c9c7c5}36%,92%{background:#181818;box-shadow:inset 0 0 0 1.5px #181818}100%{background:#fff;box-shadow:inset 0 0 0 1.5px #c9c7c5}}@keyframes ckv{0%,32%{opacity:0}38%,92%{opacity:1}100%{opacity:0}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="t"><span class="bx"><svg width="12" height="12" viewBox="0 0 12 12"><path d="M2.5 6.2 5 8.6 9.5 3.6" fill="none" stroke="#fff" stroke-width="1.8" stroke-linecap="round" stroke-linejoin="round"/></svg></span><span class="tx">Fix the invoice export</span><span class="mt">Hugo B. · Nov 14</span></div></div></body></html>

A plan with owners

Concrete actions, each with a person and a date.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.pg{background:#fff;width:270px;box-sizing:border-box;padding:26px 30px 28px;box-shadow:0 6px 20px -6px rgba(23,23,23,.10);border-radius:4px}.k{font-size:8.5px;letter-spacing:.12em;color:#767473;text-transform:uppercase;border-bottom:1px solid #181818;padding-bottom:6px;display:flex;justify-content:space-between}.n{font-size:26px;line-height:1.15;margin-top:18px;animation:wr 5s ease-out infinite}@keyframes wr{0%,18%{clip-path:inset(0 0 100% 0)}40%,92%{clip-path:inset(0 0 0 0);opacity:1}100%{clip-path:inset(0 0 0 0);opacity:0}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="pg"><div class="k"><span>Recovery criteria</span><span>4</span></div><div class="n serif">0 billing tickets<br>for 60 days</div></div></div></body></html>

Measure the recovery

Clear criteria to know the account is back on track.