We recently wrote about the rationale behind calling customers who were “at-risk” of churning for B2B SaaS companies.
If you’re reading this, you’ve either created a list of customers who are “at-risk” of churning or you’re anticipating a difficult conversation with an upset customer experiencing issues with your software.
So, here are some tips to help you make the process as painless as possible (and hopefully as helpful too).
Question areas to consider for B2B SaaS.
Calling customers who are “at-risk” of churning is never an easy feat. Before conducting your phone call, it’s always important to have a set number of questions to ask over the phone in planning for a worst-case scenario – churn. You’re looking to pinpoint where exactly it went wrong, so think about areas you’d consider such as Sales, Customer Service/Support, Product and Marketing. Below are some examples of why your customers churn:
Poor product market fit.
Sales pitch/ process didn’t work.
Not the right lead to go after.
Pricing tier didn’t match their needs in the long run.
Lack of proactive support.
Lack of onboarding.
Slow reaction time to support queries.
Unreachable/ difficult to reach for support or queries.
Low satisfaction rates on customer service
Too many bugs.
Too hard to use.
Perceived value during sales didn’t reach the customers expectations thereafter.
Inbound/Outbound initiatives didn’t attract the right customers.
MQLs weren’t set right and wrong leads were sent to the BDRs.
Messages weren’t tailored to the right customers.
Framing those questions.
Now that we have the areas in mind, It’s now time to have a set number of questions ready in the bank, to help you gather useful information that will help you and the team uncover issues your customers are currently experiencing. Below are just some examples conceptualized in relation to the 4 segments of the business stated previously:
Did we meet your expectations since the initial meeting?
Did our software reach your expectations?
What was the aim of investing in our software?
Why did you choose us over our competitors?
Were you happy with the level of support received whilst using the software?
Did you find us easy to get in touch with?
Was the training you received helpful in teaching you how to use the software?
How did you find the overall layout of our software?
Was it easy to navigate through the software?
What features were missing from our software?
What features were the most valuable to you?
Do you find the tutorials/videos on our website helpful?
Have you found any of our blogs helpful when you’re unable to reach support for a certain issue?
Did you get a chance to sit in our webinars? What did you think of them?
How to ask those questions.
Before conducting the phone call, it is strongly recommended to go through your Customer Relationship Management (CRM) software or spreadsheet, or wherever you’re currently saving all that precious data that is tied to that one customer. It is a great way to learn about your customers, providing a strategic advantage before the phone call. Look into things such as:
How long has he been a customer?
Has he had any previous negative experiences with us?
What positive interactions has anyone had with him?
Who sold him the subscription?
Has he been onboarded and trained to use the platform?
The Aim of the game.
The aim of the game is to figure out why your customers aren’t happy with your service/software. Just like any call you’d make to a friend remain friendly, polite, empathetic and open-minded. Start with an opening line in asking how they’re doing. Then think about how you’re going to frame the question to your customer, for example:
I noticed that you haven't been using (XYZ) lately, do you need help in setting that up or require further training at all?
The response can either go two ways:
He is no longer using your product and you calling him has just reminded him to cancel;
He doesn’t know how to use it.
If the answer is 2, then it's an easy fix - set up a date and time to either conduct a training session over the phone or through a webinar. However, if the answer is 1, then it gets tricky. So, it’s time to bring out the big guns and get ready to ask those difficult questions you’ve framed.
Always end the call with an apology and an open invitation to use your services should their or your company's situation change in the future.