💚Customer Success
Monthly Customer Health CheckSlack Message Template
A single-question pulse check, sent to every customer channel on a recurring schedule, surfaces churn risk long before a renewal conversation. This template pairs a one-click sentiment selector with an optional booking link, so a customer who flags an issue can go straight from "I need help" to a call on your CSM's calendar without leaving Slack.
Message preview
Hi {{company_name}} — monthly check-in time! 🙌
How are things going with {{product_name}}?
✅ All good ⚠️ Need help 🔴 Issue
Or book a quick call: [📅 15 min with your CSM]
Merge fields to fill in
{{company_name}}{{product_name}}What this template uses
Recurring scheduleEmbedded formSlack Connect support
How to send this template
- 1. Copy the message — use the copy button above, free, no account needed.
- 2. Fill in the merge fields — replace each {{placeholder}} with your own details, or let Threadly auto-fill them per segment from your CRM data.
- 3. Send it yourself, or automate it with Threadly — connect Slack to send this as a live broadcast with working buttons, forms, and CRM-powered segments — each with its own merge field values — instead of a static message.