Customers whose business closed, for customer success
Customers whose business closed or changed, flagged for customer success.
What it does
Every Monday: each customer business in your table checked against the map; those that closed, moved or changed are flagged with what to do by xMap AI, posted to the customer success channel.
In one sentence: Mondays at 08:00, take your table, look each one up on online maps, spot what changed, write a summary of each with xMap AI, then send message to a channel in Slack and email the list to you.
Why it is useful
Software churn often starts with the customer’s business changing. Customer success hears about it the same week.
Who it is for
Software & tech companies. SaaS sales teams, IT service providers and hardware resellers finding the businesses their product fits, and serving them well. Every use case for software & tech
Best use cases
- A SaaS customer success team
- A POS company
- A telecom business unit
What each run gives you
- A Slack post
The time it saves
Mondays at 08:00. Doing the same work by hand takes about 60 minutes each time; it runs about 4 times a month, so it saves about 4 hours a month (an estimate). It is medium: 7 blocks.
The flow, block by block
- Every MondayTrigger · ScheduleStarts the flow on a timetable.
- Our customersYour data · My dataBrings in a table you uploaded or a list you saved on the My data page: your stores, customers, target accounts or sites.
- Each customer on the mapxMap data · Map business scanFinds businesses on online maps live: name, category, rating, address, phone, website and whether it is open.
- What changedLogic · What changedLets through only the places this flow found before whose details changed since: closed, a rating that moved, a new phone or website, a new name or address, or any field you name.
- Write the next step with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
- Post them to #customer-successApp · SlackChannel-based messaging platform
- Email me the resultsAction · EmailSends one email per run with all the items, or one email per item.
Every block can be changed after you use the template: the city, the type of place, the score, where the results go.
Use it now
Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.
How to set it up
- Enrich a list once: A CSV of addresses or companies back with phone, website, rating and an AI score.
- Build your first flow in ten minutes: From a blank page to a flow that emails you a ranked list every morning.
- Map business scan: A live scan of online maps by type or your own search words.
- Your own tables and lists (My data): Upload a CSV, save lists of results, and use them in flows.
- Data enrichment: Adding details to records you already have.
- How to score candidate store sites: Compare sites on residents, competitors and neighbours, with an AI score and a reason.
- How to find companies hiring for a role near you: Hiring signals by role and city, with the company's details and the person to call.
More for Software & tech companies
- Clinics without online booking, for my scheduling software: Clinics likely without online booking, with the practice manager.
- Companies hiring for a tool we integrate with: Companies hiring for a tool you integrate with, scored, to Slack.
- Computer shops to recruit as hardware resellers: Computer shops graded as hardware resellers, with the owner.
- Construction firms hiring project managers, for my software: Construction firms hiring project managers, for project software.
- Private schools for my learning platform: Private schools with the principal and a pilot offer, approved.
- New small offices that need IT support: New small offices scored as managed IT clients.