Writing Customer Communication Plans That Work

Strong communication saved me $500K in ARR. Sounds dramatic? Maybe. But it’s true. A few roles ago, I had to oversee the deprecation of a product used by our smaller customers. We had a new and improved solution ready to go—but with a higher price tag and added complexity that many customers didn’t want (or need). Cue potential churn panic. My job? Prevent a mass exodus. Here’s how strong, proactive communication helped us keep 70% of our customers and over $500K in ARR 👇 The Playbook: ✅ Personalized Emails – No generic “we’re sunsetting this product” nonsense. We crafted targeted, transparent messages explaining the why, the what, and the when—plus clear options. ✅ Webinar with FAQs – We didn’t just announce change; we walked them through it. A live session let customers hear the plan firsthand and get their biggest questions answered. ✅ 1:1 Calls – High-touch for those who needed it. No one felt abandoned in the process. ✅ Migration & Exit Options – We gave customers choices, not ultimatums. Some migrated, some left (on good terms), and we even helped a few transition to alternative solutions. ✅ Consistent Updates – No surprises. Regular check-ins gave customers control over the transition. ✅ Post-Migration Support – Because the customer experience doesn’t stop after the switch. We made sure they were set up for success. The Outcome? 💰 500K ARR saved 🙌 ~70% retention 🤝 Stronger customer trust Here’s the lesson: Communication can be more powerful than the product changes themselves. Customers don’t just need a new tool—they need clarity, support, and a sense of control. SaaS is always changing. Sometimes all you have is communication. Use it wisely. _________________ 📣 If you liked my post, you’ll love my newsletter. Every week I share learnings, advice and strategies from my experience going from CSM to CCO. Join 12k+ subscribers of The Journey and turn insights into action. Sign up on my profile.

Process is a huge differentiator. And more importantly, it can make the difference between a stellar client relationship and one that barely makes "meh" waves. You may not know that I cut my teeth in the creative business world as a traffic manager-slash-account manager-slash-other duties as assigned. That meant understanding the intersection of process and client communications to set and manage expectations and create an exceptional customer experience. When you communicate what's already happened, what's happening now, and what's coming next, clients don't spend time guessing...and you're not chasing your tail to manage seemingly wayward questions or challenges. It's why I build process-driven communciations into sales, onboarding, and offboarding **as well as** actual delivery. Here are some musts for every client-focused business **before you ever begin work**: ✅ Define the steps of your process before sending a proposal or naming a fee ✅ Break phases into the simplest possible terms ✅ Save the minutia for onboarding, but make sure proposals outline major project phases ✅ During onboarding, set expectations for project flow, timeline, communications, and client responsibility ✅ Create a clear-cut path for client updates and make sure they understand how to use it ✅ Reiterate process, current stage, and next steps in every communication ✅ Complex project management systems aren't necessary: simple Gdocs or templated email checklists also work On the other hand, here are some words of caution: 🚫 Never assume clients remember your process or timeline. They have a lot going on, so by reiterating current and next steps, you make it easy for them. 🚫 Never assume clients know what you're thinking. Be clear and make sure they understand. Better to over-communicate than under. 🚫 Never "let" them go dark mid-project. Things come up and it may slip their mind. Follow up regularly (and in those follow-ups share with them when you'll follow up again). 🚫 Never guess at what they want or understand. Practice good communication skills even in writing "What I'm hearing you say is...XYZ -- is that right?" 🚫 Never assume they read or remember your last email. Make sure the information they need is easy to access. 🚫 Never let them go off into the sunset without a debrief or check in. I'm thinking of offering a workshop for creative pros and entrepreneurs on client management. If you're interested in that, drop me a DM, and I'll make sure you get it! ***** I'm Erin Pennings, owner of CopySnacks. As a brand messaging strategist and copywriter, I draw on 20 years of marketing experience to help startups and scale-ups turn their brands into customer magnets with a blend of strategic insights and tactical delivery. For more tips like this, go to erinpennings .com/newsletter (remove the space)

Mastering Customer Communications: Why Cross-Functional Governance is Key to Driving Change Every company wants to keep customers informed—but without the right governance, communications become disjointed, overwhelming, and ineffective. Too many emails. Too many teams sending messages. Too little coordination. Customers don’t care if an email comes from Marketing, CS, or Product. They just want clear, valuable info at the right time that's relevant to them. Affectionately, at Freshworks we call it 'air traffic control' because it requires herding cats to solve for a bigger cross-functional problem. Most companies lack a unified strategy for customer communications. Instead, different teams send messages based on their own priorities: ❌ Marketing wants to drive engagement → Sends webinar invites and thought leadership. ❌ CS wants to drive adoption → Sends onboarding guides and feature tips. ❌ Product wants to drive usage → Sends release notes and announcements. ❌ Sales wants to drive expansion → Sends upsell and cross-sell messages. The result? Customers get bombarded with messages that feel disconnected. How to Build a Strong Governance Model for Customer Communications ✅ Centralize Oversight with a Cross-Functional Team 🔹 Form a Customer Comms Council with teams from Marketing, CS, Product, Sales, RevOps, etc. to prioritize the most meaningful comms at any given moment. 🔹 Set up the basics like a shared calendar to track all customer-facing messages and prevent overload. ✅ Define Communication Tiers & Priorities 🔹 Not every update needs an email. Map messages to the best channels (email, in-product, community, knowledgebase, blog, etc.). 🔹 Set rules for who owns which type of communication (e.g., CS leads onboarding emails, Marketing owns advocacy outreach). 🔹 Set rules for the types of comms for each system from Marketo (promotional), Gainsight (operational), Medallia / Qualtrics (feedback), etc. ✅ Move from Ad-Hoc to Intentional Messaging 🔹 Align customer messages with major milestones in the customer journey. 🔹 Ensure every communication drives action—whether it's a webinar signup, feature adoption, or a renewal decision. ✅ Measure & Optimize 🔹 Track open rates, engagement, and retention impact. 🔹 Identify overlaps & gaps—are customers getting redundant messages? Are critical updates being missed? Governance Enables a State Change in Customer Communications. It shouldn’t be a free-for-all. Governance brings clarity, coordination, and impact. When cross-functional teams work together, customers receive the right messages, at the right time, from the right source. 💡 How does your team align on customer communications today? What’s working (or not)? #CustomerCommunications #CustomerEngagement #RetentionMarketing #B2BMarketing #CustomerSuccess #CustomerMarketing #Governance