TL;DR - This daily email series is what we'll cover in the "Save Customers" workshop on Jan-15 (16 in Australia). It's good stuff on it's own; it's better if you come to the workshop and get the details. Yesterday, I sent you an email with the subject Urgent but Unspoken Save Tactics, so go find that if you missed it. Today, I’m going to talk about Prioritizing At-Risk Customers for Immediate Action. You have to go beyond simply identifying at-risk customers. You already know who those are anyway. Now it's a matter of what to do with that information. The key here is tactical prioritization. You don't have unlimited time, and not all customers are worth the effort—and some may even warrant being ignored or ghosted altogether. This step is about identifying where your efforts will have the most impact and taking deliberate, focused action to save them. It’s not just about who’s at risk—it’s about understanding why. Some customers may be salvageable with immediate intervention, while others could represent lost causes disguised as opportunities. Knowing the difference can be the line between wasting time and protecting revenue. But here’s the catch: it’s not just about their fit as a customer, but how their risk aligns with your broader retention objective—this is where prioritization truly becomes transformative. In the workshop, we’ll dive into specific prioritization techniques, including how to identify high-value accounts, assess fit, and decide who to engage—and who to ignore or even let churn. Learn more and sign up for the workshop here. Tomorrow, I’ll send you an email on the next tactic: When to Engage; When to Ghost 'em. Stay tuned! ~ Lincoln BTW: We're doing two sessions on Jan-15 (Jan-16 in Australia) that cover most time zones. So you don't have an excuse to not join live. Learn more and Sign-up today. .... |
I help SaaS companies Maximize LTV through Customer-centric Upselling
On Monday, you find out. Join our Head of CS training starting October 20, 2025. This is one of the most impactful programs we offer because it focuses on the critical aspects of Leadership, Management, and Coaching that every Head of Customer Success needs to leverage to drive real business impact. Our live sessions are going to focus on the big shifts AI is having on everything we do in Customer Success. While the core, underlying principles of building, running, and scaling a CS org...
Trying to get customers to execute perfectly when they don't have experience, expertise, or even the desire to do so. Yet, we've designed our entire operation and organization to try to make this work. We've created a profession and discipline around this. That's insane if you think about it. I remember way back in 2012 when I was working with email marketing platforms. Customers would churn from one provider to another looking for better results. But the problem wasn't the platform. It was...
Oct-20 - Nov-7. Learn more and sign-up here. Leading a Customer Success org in 2026 requires more than just operational know-how. You need a strategic approach to driving NRR, building high-performing teams, and proving CS's value to the executive suite. Introducing: Strategy & ScaleOur completely reimagined Head of CS training program, running October 20 - November 7 at Impact Academy. Over three weeks, you'll learn about the three pillars that separate great CS leaders from everyone else:...