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Your Hook Automation Strategy

A guide for CS teams on how to design and launch their first automations to improve GRR, NRR, and team efficiency

This Hook one-pager will help you get started with automation strategy, categorising automations into two areas: signals and behaviours (e.g. usage dip alerts, overage notifications) and lifecycle and journey (e.g. new user onboarding, renewal notifications). It walks through a four-step process: defining your objective, defining the automation's purpose, designing the automation, and testing and iterating on a small customer segment before rolling out more broadly.

Download the one-pager below.

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