Lernen Automating Customer Follow-Up Lists | Automating Customer Success Workflows

Python for Customer Success Managers

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Automating your customer follow-up lists can transform the way you manage customer engagement. Instead of relying on manual reminders or spreadsheets, you can use Python to quickly identify which customers need attention, ensuring timely outreach and more proactive service. This not only saves time but also helps you build stronger relationships by reaching out when it matters most.


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import datetime

customers = [
    {"name": "Alice", "last_login": "2024-06-01"},
    {"name": "Bob", "last_login": "2024-06-20"},
    {"name": "Charlie", "last_login": "2024-05-30"},
    {"name": "Diana", "last_login": "2024-06-18"},
    {"name": "Eve", "last_login": "2024-05-28"},
]

today = datetime.date(2024, 6, 21)
follow_up_needed = []

for customer in customers:
    last_login_date = datetime.datetime.strptime(customer["last_login"], "%Y-%m-%d").date()
    days_since_login = (today - last_login_date).days
    if days_since_login > 14:
        follow_up_needed.append(customer["name"])

print("Customers needing follow-up:", follow_up_needed)

The code above demonstrates how to filter a list of customers to find those who have not logged in within the last 14 days. It compares each customer's last login date to today's date, calculates the number of days since their last login, and adds them to a follow-up list if that number is greater than 14. You can easily adapt this logic by changing the threshold (for example, to 7 days for weekly check-ins) or by adding more conditions, such as filtering by account status or recent support tickets, to match your team's specific follow-up criteria.


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print("Follow-Up List:")
for name in follow_up_needed:
    print(f"- {name}: Please reach out regarding recent inactivity.")

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Abschnitt 3. Kapitel 1

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Abschnitt 3. Kapitel 1

Automating Customer Follow-Up Lists

1. Why is timely follow-up important for Customer Success?

2. Which Python technique is useful for filtering lists based on conditions?

3. How can automation improve the efficiency of follow-up processes?