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Gainsight Inc.

Challenge B7: We are seeing churn due to loss of our key customer champion

Below you'll find a variety of resources about Gainsight's Sponsor Tracking feature, as well as the risk management process for Sponsor Change.

Prep Work & Vault Assets

Below is the prep-work for this tutorial, which includes best practice material and optional resources to download from Vault.

Utilize Gainsight’s best practice material by downloading these Vault assets:  

Playbooks for dealing with a loss of sponsor:

Review these best practice materials as well as Vault assets for building your scorecard.

Configuration Resources

In this section, we’ll guide you through implementing the business challenge process. It’s important to keep in mind that every customer instance is unique, while following these examples you may need to make customizations to suit your business processes.

The Gainsight features we will use for this exercise include: Rules, Scorecards, Dashboards, and Sponsor Tracking.


Additional Best Practices Resources

The following resources may be most useful for your VP of CS and CSM team:

Additional Configuration Resources

If you need additional information about how to use Sponsor Tracking, see the resources below:

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