A good check-in isn't a sales pitch in disguise; it's a real pulse check. This template asks how things are going against the customer's goal and offers a hand before anything goes sideways.
How's [product] working out for you?
Hi [first name], You've been using [product] for a [few weeks / couple months] now, so I wanted to check in. When you started, you mentioned you wanted to [their goal]. How's that going? I'd love to hear what's working and what isn't. If you're stuck on anything, I'm happy to jump on a quick call or point you to the right resource. Let me know. And if you're ready to do more with [product], I can walk you through what that looks like, no rush at all. Talk soon, [Your name] [Company]
A few weeks or months into the relationship
When you want a genuine pulse check, not a pitch
Before a renewal or expansion conversation
When a customer has gone quiet
Reference the goal they told you at signup
Lead with help, not with the upsell
Offer a call or a resource, their choice
Keep the expansion mention light and optional
Save this as a saved reply in Selvo's shared inbox, and your whole team sends it in two keystrokes, with assignments, internal notes, and no two agents answering the same email twice.
See how Selvo Shared Inbox worksThe best feedback requests ask for one thing and make it almost effortless to answer. Send this after a purchase or a support interaction, while the experience is still fresh.
Happy customers are usually glad to leave a review; they need a nudge and a direct link. This template thanks them first, then makes the ask as easy as one click.
A real thank-you doesn't ask for anything. The ones that land are specific about why you're grateful and leave the upsell out entirely.
A good out-of-office reply does three jobs. It tells people when you're back, gives them a way to get help now, and names who to reach for anything urgent. This one does all three in a few lines.
Help center, chat widget, AI agent, and shared inbox. The whole support stack on one bill. Free for fourteen days, no credit card.
