---
title: "Monthly Customer Health Check | Slack Template"
description: "A recurring monthly broadcast to all customer channels with a health-check form and optional meeting booking."
url: "https://www.trythreadly.com/templates/monthly-customer-health-check"
---

[Home](https://www.trythreadly.com/)/[Templates](https://www.trythreadly.com/templates)/Monthly Customer Health Check

💚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 previewCopy message

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.  **1\. Copy the message** — use the copy button above, free, no account needed.
2.  **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.  **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.

## Turn this into a live Slack broadcast

Threadly sends this template with real buttons, booking links, and CRM-powered segments — free to start.

[Use this template — free](https://slack.com/oauth/v2/authorize?client_id=2573203509911.7020858675504&scope=channels:history,channels:join,chat:write,chat:write.customize,commands,files:read,groups:history,reactions:read,team.billing:read,team:read,users:read,users:read.email&user_scope=channels:read,channels:write.invites,chat:write,groups:read,groups:write.invites,im:write,mpim:read,mpim:write)

## More templates

[📅 — QBR Invitation with Booking Link — Customer Success](https://www.trythreadly.com/templates/qbr-invitation-booking-link) [🔔 — 30-Day Renewal Reminder — Customer Success](https://www.trythreadly.com/templates/30-day-renewal-reminder) [📊 — NPS Survey Blast — Customer Success](https://www.trythreadly.com/templates/nps-survey-blast)

[Browse all templates](https://www.trythreadly.com/templates)