The Customer Check-in Link
Send periodic check-in genies.
Email voice Genie links to customers for regular check-ins. Gather feedback, identify issues, and discover upsell opportunities.
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The Strategy
Email voice Genie links to customers for quarterly check-ins. Your Genie gathers feedback, identifies issues, and discovers upsell opportunities.
Perfect for
Estimated setup time: 25 minutes · intermediate
See it in action
Watch how your voice genie handles a real conversation — naturally and effectively.
How it works
Your voice genie follows this proven conversation flow to achieve results
Customer receives check-in email
Regular customer gets quarterly check-in email with personalized Genie link
Clicks link to start conversation
Customer clicks link and immediately starts conversing with a dedicated Genie
Assesses customer health
Genie asks about satisfaction, usage, and any challenges customer is facing
Identifies support needs
Uncovers issues, feature requests, or areas where customer needs help
Flags the right follow-up
Passes call requests to your team, or escalates urgent issues to a person
Proactive customer success
Issues caught early, opportunities identified, and customer satisfaction maintained
What you get
Every playbook comes with everything you need to deploy a production-ready voice genie.
Trained Conversation Flow
Your genie follows a proven conversation script designed for this playbook. It asks the right questions, provides relevant answers, and guides visitors toward the outcome you want.
Multi-Channel Deployment
Deploy on phone calls, website voice and chat, QR codes and email, all from a single configuration. Your genie meets customers wherever they are.
Built-In Knowledge Base
Upload your documents, FAQs, and product information. Your genie draws on your actual business knowledge to answer questions accurately.
Conversation Intelligence
Every interaction generates insights. See what customers ask most and discover patterns that help you improve your messaging.
Check-in Genie links improved our customer retention by 18% and helped us identify $200k in expansion opportunities.
Resources for this playbook
Customer Check-in Email Templates
Email templates for sending Genie check-in links to customers
Check-in Cadence
How to plan regular check-in emails and follow-ups for your team
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Ready to deploy The Customer Check-in Link?
Set up your voice genie and start converting conversations into results.