Check-In Impact Score¶

Definition¶

Check-In Impact Score measures the correlation between customer success check-ins and positive business outcomes (e.g., retention, expansion, product usage). It helps quantify the value of proactive account engagement.

Description¶

Check-In Impact Score quantifies how scheduled customer success touchpoints (like QBRs, onboarding calls, or health reviews) influence key account outcomes — such as retention, usage, or expansion.

The relevance and interpretation of this metric shift depending on the model or product:

In mid-market CS, check-ins may reduce churn or accelerate adoption
In enterprise, they often spark strategic conversations that lead to expansion
In hybrid CS models, it surfaces which touchpoint types drive the most impact

A high score suggests your CS motions are creating real value. A low score may reveal poor timing, content gaps, or reactive outreach. Segment by CSM, account tier, or moment type to build best-practice plays that scale.

Check-In Impact Score informs:

Strategic decisions, like redefining CS coverage models or lifecycle design
Tactical actions, such as standardizing agendas or value delivery templates
Operational improvements, including trigger-based outreach or success automation
Cross-functional alignment, by giving product marketing, CS, and revenue teams a shared view of human-led impact

Key Drivers¶

These are the main factors that directly impact the metric. Understanding these lets you know what levers you can pull to improve the outcome

Timing and Frequency of Outreach: Well-timed check-ins (e.g., after onboarding, at risk points) improve outcomes. Random touchpoints have less impact.
Depth and Personalization of Interaction: Surface-level “just checking in” messages don’t move the needle. Tailored, helpful engagements do.
Follow-Up and Actionability: Check-ins that result in concrete next steps (e.g., training, upsell, workflow unblock) are more impactful than casual conversations.

Improvement Tactics & Quick Wins¶

Actionable ideas to optimize this KPI, from fast, low-effort wins to strategic initiatives that drive measurable impact.

If check-ins aren't improving outcomes, rework scripts to include usage insights, new feature suggestions, or training links.
Add post-check-in surveys or follow-up CTAs to encourage action, then track engagement vs. no-check-in cohorts.
Run a test sending product usage summaries pre-call, so the CSM can guide based on real data.
Refine CS playbooks by lifecycle stage, so check-ins align with what the customer actually needs at that moment.
Partner with RevOps or analytics to quantify expansion, churn prevention, or retention delta between check-in and non-check-in accounts.

Required Datapoints to calculate the metric
- Check-In Logs: Date, type, account
- Post-Check-In Behavior: Usage spikes, upsells, renewals
- Control Group (optional): Accounts without check-ins
- Attribution Model: Define what “impact” looks like (e.g., 30-day uplift)
Example to show how the metric is derived

In Q2:
- Accounts with Check-Ins: 120
- Accounts with Measurable Positive Outcome: 90
- Formula: 90 ÷ 120 = 75% Check-In Impact Score

Formula¶

Formula

\[ \mathrm{Check\text{-}In\ Impact\ Score} = \frac{\mathrm{Accounts\ with\ Positive\ Outcomes}}{\mathrm{Total\ Accounts\ with\ Check\text{-}Ins}} \]

Data Model Definition¶

How this KPI is structured in Cube.js, including its key measures, dimensions, and calculation logic for consistent reporting.

CheckInLogsPostCheckInBehaviorControlGroupAttributionModel

cube('CheckInLogs', {
  sql: `SELECT * FROM check_in_logs`,
  measures: {
    checkInCount: {
      sql: `id`,
      type: 'count',
      title: 'Check-In Count',
      description: 'Total number of check-ins recorded.'
    }
  },
  dimensions: {
    id: {
      sql: `id`,
      type: 'number',
      primaryKey: true
    },
    date: {
      sql: `date`,
      type: 'time',
      title: 'Check-In Date',
      description: 'Date of the check-in.'
    },
    type: {
      sql: `type`,
      type: 'string',
      title: 'Check-In Type',
      description: 'Type of the check-in event.'
    },
    account: {
      sql: `account`,
      type: 'string',
      title: 'Account',
      description: 'Account associated with the check-in.'
    }
  }
});

cube('PostCheckInBehavior', {
  sql: `SELECT * FROM post_check_in_behavior`,
  measures: {
    usageSpikes: {
      sql: `usage_spikes`,
      type: 'sum',
      title: 'Usage Spikes',
      description: 'Sum of usage spikes post check-in.'
    },
    upsells: {
      sql: `upsells`,
      type: 'sum',
      title: 'Upsells',
      description: 'Total number of upsells post check-in.'
    },
    renewals: {
      sql: `renewals`,
      type: 'sum',
      title: 'Renewals',
      description: 'Total number of renewals post check-in.'
    }
  },
  dimensions: {
    id: {
      sql: `id`,
      type: 'number',
      primaryKey: true
    },
    account: {
      sql: `account`,
      type: 'string',
      title: 'Account',
      description: 'Account associated with the post check-in behavior.'
    },
    behaviorDate: {
      sql: `behavior_date`,
      type: 'time',
      title: 'Behavior Date',
      description: 'Date of the post check-in behavior.'
    }
  }
});

cube('ControlGroup', {
  sql: `SELECT * FROM control_group`,
  measures: {
    controlCount: {
      sql: `id`,
      type: 'count',
      title: 'Control Group Count',
      description: 'Total number of accounts in the control group.'
    }
  },
  dimensions: {
    id: {
      sql: `id`,
      type: 'number',
      primaryKey: true
    },
    account: {
      sql: `account`,
      type: 'string',
      title: 'Account',
      description: 'Account in the control group.'
    }
  }
});

cube('AttributionModel', {
  sql: `SELECT * FROM attribution_model`,
  measures: {
    impactScore: {
      sql: `impact_score`,
      type: 'number',
      title: 'Impact Score',
      description: 'Calculated impact score based on the attribution model.'
    }
  },
  dimensions: {
    id: {
      sql: `id`,
      type: 'number',
      primaryKey: true
    },
    account: {
      sql: `account`,
      type: 'string',
      title: 'Account',
      description: 'Account associated with the impact score.'
    },
    calculationDate: {
      sql: `calculation_date`,
      type: 'time',
      title: 'Calculation Date',
      description: 'Date when the impact score was calculated.'
    }
  }
});

Note: This is a reference implementation and should be used as a starting point. You’ll need to adapt it to match your own data model and schema

Positive & Negative Influences¶

Negative influences

Factors that drive the metric in an undesirable direction, often signaling risk or decline.
- Random Timing of Outreach: Check-ins conducted at random times without strategic timing can lead to lower Check-In Impact Scores as they may not align with customer needs or critical points in their journey.
- Surface-Level Interactions: Engagements that lack depth and personalization, such as generic 'just checking in' messages, tend to negatively impact the Check-In Impact Score by failing to provide value to the customer.
- Lack of Follow-Up: Check-ins that do not result in actionable next steps or follow-up actions can decrease the Check-In Impact Score as they may not lead to meaningful outcomes for the customer.
- Infrequent Check-Ins: Infrequent customer interactions can negatively affect the Check-In Impact Score by missing opportunities to address customer needs or concerns in a timely manner.
- Irrelevant Content: Providing information or content that is not relevant to the customer's current situation or needs can reduce the effectiveness of check-ins, thus lowering the Check-In Impact Score.
Positive influences

Factors that push the metric in a favorable direction, supporting growth or improvement.
- Strategic Timing of Outreach: Well-timed check-ins, such as those conducted after onboarding or at critical risk points, positively influence the Check-In Impact Score by aligning with customer needs and enhancing engagement.
- Personalized Interactions: Tailored and helpful engagements that address specific customer needs or challenges can significantly boost the Check-In Impact Score by providing value and fostering stronger relationships.
- Actionable Follow-Up: Check-ins that lead to concrete next steps, such as training sessions or workflow improvements, enhance the Check-In Impact Score by driving positive business outcomes.
- Consistent Engagement: Regular and consistent check-ins help maintain customer relationships and can positively impact the Check-In Impact Score by ensuring ongoing support and engagement.
- Relevant Content Delivery: Providing content and information that is directly relevant to the customer's current needs or goals can enhance the effectiveness of check-ins, thereby increasing the Check-In Impact Score.

Involved Roles & Activities¶

Involved Roles

These roles are typically responsible for implementing or monitoring this KPI:

Account Management
Customer Success
Customer Lifecycle Management
Product Marketing (PMM)
Activities

Common initiatives or actions associated with this KPI:

CS Enablement
Retention Programs
QBR Frameworks
Success Planning

Funnel Stage & Type¶

AAARRR Funnel Stage

This KPI is associated with the following stages in the AAARRR (Pirate Metrics) funnel:

Retention
Revenue
Type

This KPI is classified as a Lagging Indicator. It reflects the results of past actions or behaviors and is used to validate performance or assess the impact of previous strategies.

Supporting Leading & Lagging Metrics¶

Leading

These leading indicators influence this KPI and act as early signals that forecast future changes in this KPI.
- Product Qualified Accounts: Product Qualified Accounts (PQAs) reflect high engagement and readiness within accounts, serving as a strong early signal that proactive check-ins could drive positive business outcomes that will later be reflected in the Check-In Impact Score.
- Activation Rate: High activation rates indicate more users are reaching meaningful product milestones, which typically increases the effectiveness of customer success check-ins, leading to a higher Check-In Impact Score in the future.
- Customer Health Score: A strong Customer Health Score signals accounts likely to benefit from engagement, providing an early indicator of which check-ins will correlate with improved outcomes tracked by the Check-In Impact Score.
- Net Promoter Score: NPS measures customer advocacy and satisfaction; high NPS ahead of check-ins suggests that engagement will have a more positive impact, forecasting increases in the Check-In Impact Score.
- Customer Loyalty: High customer loyalty reflects the propensity for repeated engagement and value realization, indicating that proactive check-ins are more likely to drive the positive business outcomes that boost the Check-In Impact Score.
Lagging

These lagging indicators confirm, quantify, or amplify this KPI and help explain the broader business impact on this KPI after the fact.
- Customer Retention Rate: Directly quantifies the downstream impact of check-ins on the ability to retain customers, providing confirmation that proactive engagement as measured by Check-In Impact Score is driving long-term loyalty.
- Expansion Revenue Growth Rate: Measures increased revenue from existing customers due to upsells and cross-sells, which are often catalyzed by high-impact check-ins; confirms the business value of effective customer engagement.
- Churn Risk Score: Aggregates risk factors that may lead to churn; analyzing changes in Churn Risk Score after high-impact check-ins helps validate and explain the influence of check-ins on customer outcomes.
- Net Revenue Retention: Captures the combined effect of retention, expansion, and contraction within the customer base, quantifying the full financial impact of high Check-In Impact Scores.
- Customer Feedback Retention Score: Measures the retention rate of customers who provide feedback; higher scores after check-ins indicate that engagement efforts not only drive positive outcomes but also foster loyalty among those who interact.