Scheduling Software for Customer Success
Drive adoption and retention through better engagement
Customer Success teams are the key to retention and expansion revenue. SchedulingKit helps CSMs manage high-touch relationships at scale—from onboarding calls to health check-ins to renewal conversations. Never let a customer slip through the cracks.
higher retention rate for customers who have regular scheduled touchpoints with their CSM
average delay before new customers get their first onboarding call without automation
of customers say proactive outreach from their CSM increases satisfaction and loyalty
Figures are industry estimates. Individual results vary.
A Scheduling Day for Customer Success Managers: Before & After
Without SchedulingKit, a CSM's week is spent triaging — a new customer waits three days for an onboarding call while the CSM wrestles with a renewal deadline and two escalation meetings they haven't had time to schedule. With SchedulingKit, new customers self-schedule onboarding the moment they sign, health-check calls are triggered automatically by product usage data, and the CSM gets a clear engagement dashboard showing exactly which accounts need attention — turning reactive firefighting into proactive relationship management.
How Customer Success Managers Use SchedulingKit Daily
Review engagement dashboard — three new customers completed onboarding booking overnight
Health check call with at-risk account — flagged by low engagement, scheduled via automated outreach
Group training session starts — 15 users from enterprise customer booked via single event link
Renewal conversation booked by client using their personalized success portal link
Review weekly metrics — onboarding time-to-first-call improved from 5 days to same-day
Scheduling Pain Points for Customer Success Managers
Too many customers to manage manually
Onboarding calls hard to schedule at scale
Missing early warning signs of churn
No capacity for proactive outreach
Reactive firefighting instead of strategic work
How SchedulingKit Helps Customer Success Managers
Scale high-touch relationships
Customers book onboarding when ready
Proactive engagement at every stage
Track customer touchpoint frequency
Free up time for strategic initiatives
“With 120 accounts and one CSM, I couldn't keep up. SchedulingKit's self-service onboarding links and automated engagement tracking saved my book of business — and my sanity.”
SchedulingKit User
Customer Success Manager, SaaS Platform
Popular Use Cases for Customer Success Managers
Key Features for Customer Success Managers
Customer self-booking
Onboarding workflows
Health score integration
Automated reminders
CRM sync
Video integration
Notes and follow-ups
Engagement analytics
Frequently Asked Questions
How does self-booking scale my CSM efforts?
Instead of manually scheduling, customers book training and check-ins themselves, freeing you for strategic work.
Can I track which customers aren't engaging?
Yes, analytics show engagement patterns and help identify at-risk accounts.
Does it integrate with customer success platforms?
Yes, via Zapier and direct integrations with Gainsight, ChurnZero, and others.
Can different CSMs have different booking pages?
Absolutely. Each CSM gets their own booking link with personal availability.
Further Reading
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